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 | $21,751 | $183,516-88.1% | $155,534-86.0% | $145,884-85.1% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 18.18% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $952 | $5,315-82.1% | $4,675-79.6% | $4,662-79.6% |
| Participant deferral / active EE | $7,703 | $6,467+19.1% | $5,630+36.8% | $6,690+15.2% |
| Admin fee / account holder | $741 | $19,293-96.2% | $15,900-95.3% | $13,392-94.5% |