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 | $44,473 | $185,312-76.0% | $161,489-72.5% | $154,746-71.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 21.45% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $889 | $4,769-81.4% | $4,268-79.2% | $4,379-79.7% |
| Participant deferral / active EE | $4,759 | $6,350-25.0% | $5,630-15.5% | $6,730-29.3% |
| Admin fee / account holder | $3,592 | $18,654-80.7% | $16,006-77.6% | $14,365-75.0% |