Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,063 | $90,530-48.0% | $76,030-38.1% | $145,897-67.7% |
| Participation rate | 39.1% | 74.4%-35.3pp | 69.1%-29.9pp | 80.3%-41.2pp |
| Annual return | 9.86% | 625.08%-615.2pp | 361.54%-351.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $449 | $3,319-86.5% | $2,688-83.3% | $4,663-90.4% |
| Participant deferral / active EE | $1,292 | $5,164-75.0% | $4,257-69.6% | $6,689-80.7% |
| Admin fee / account holder | $417 | $8,383-95.0% | $6,421-93.5% | $13,390-96.9% |