Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $154,735 | $185,312-16.5% | $161,489-4.2% | $154,7460% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.7%-66.2pp | 80.7%-68.2pp |
| Annual return | 21.98% | 103.84%-81.9pp | 89.72%-67.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $422 | $4,769-91.1% | $4,268-90.1% | $4,379-90.4% |
| Participant deferral / active EE | $2,938 | $6,350-53.7% | $5,630-47.8% | $6,730-56.4% |
| Admin fee / account holder | $1,000 | $18,654-94.6% | $16,006-93.8% | $14,365-93.0% |