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 | $48,040 | $223,823-78.5% | $211,142-77.2% | $154,746-69.0% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 15.86% | 50.39%-34.5pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $911 | $6,787-86.6% | $6,442-85.9% | $4,379-79.2% |
| Participant deferral / active EE | $4,044 | $9,750-58.5% | $9,284-56.4% | $6,730-39.9% |
| Admin fee / account holder | $417 | $19,707-97.9% | $19,076-97.8% | $14,365-97.1% |