Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $85,594 | $177,595-51.8% | $148,496-42.4% | $198,609-56.9% |
| Participation rate | 33.3% | 79.3%-45.9pp | 76.0%-42.7pp | 82.4%-49.0pp |
| Annual return | 14.49% | 9.97%+4.5pp | 12.33%+2.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $955 | $4,098-76.7% | $3,497-72.7% | $5,055-81.1% |
| Participant deferral / active EE | $6,670 | $5,539+20.4% | $4,808+38.7% | $6,977-4.4% |
| Admin fee / account holder | $1,092 | $27,010-96.0% | $19,547-94.4% | $19,030-94.3% |