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 | $47,888 | $123,155-61.1% | $108,753-56.0% | $155,188-69.1% |
| Participation rate | 13.0% | 75.6%-62.6pp | 71.1%-58.0pp | 80.8%-67.8pp |
| Annual return | 16.93% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $222 | $2,811-92.1% | $2,427-90.9% | $4,248-94.8% |
| Participant deferral / active EE | $1,200 | $4,623-74.0% | $4,115-70.8% | $6,531-81.6% |
| Admin fee / account holder | $7,676 | $12,126-36.7% | $10,320-25.6% | $14,480-47.0% |