Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $79,314 | $155,555-49.0% | $146,866-46.0% | $155,188-48.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 16.33% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $452 | $4,647-90.3% | $4,425-89.8% | $4,248-89.4% |
| Participant deferral / active EE | $4,170 | $8,044-48.2% | $7,759-46.3% | $6,531-36.2% |
| Admin fee / account holder | $512 | $14,755-96.5% | $13,620-96.2% | $14,480-96.5% |