Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,941 | $201,372-79.7% | $184,260-77.8% | $145,884-71.9% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 33.70% | 29.04%+4.7pp | 28.84%+4.9pp | 551.85%-518.1pp |
| Employer contribution / active EE | $1,069 | $7,024-84.8% | $6,427-83.4% | $4,662-77.1% |
| Participant deferral / active EE | $5,351 | $9,808-45.4% | $9,133-41.4% | $6,690-20.0% |
| Admin fee / account holder | $440 | $16,362-97.3% | $13,898-96.8% | $13,392-96.7% |