Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,994 | $185,312-74.6% | $161,489-70.9% | $154,746-69.6% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 15.75% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $382 | $4,769-92.0% | $4,268-91.0% | $4,379-91.3% |
| Participant deferral / active EE | $2,363 | $6,350-62.8% | $5,630-58.0% | $6,730-64.9% |
| Admin fee / account holder | $759 | $18,654-95.9% | $16,006-95.3% | $14,365-94.7% |