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 | $26,054 | $101,618-74.4% | $93,063-72.0% | $137,256-81.0% |
| Participation rate | 23.8% | 74.9%-51.1pp | 72.1%-48.3pp | 80.0%-56.2pp |
| Annual return | 18.41% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $253 | $2,707-90.6% | $2,476-89.8% | $4,156-93.9% |
| Participant deferral / active EE | $916 | $4,279-78.6% | $3,958-76.8% | $6,407-85.7% |
| Admin fee / account holder | $1,083 | $6,198-82.5% | $6,033-82.0% | $12,270-91.2% |