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 | $22,359 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 22.24% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $816 | $4,636-82.4% | $4,154-80.3% | $4,156-80.4% |
| Participant deferral / active EE | $1,849 | $6,166-70.0% | $5,453-66.1% | $6,407-71.1% |
| Admin fee / account holder | $415 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |