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 | $53,352 | $148,623-64.1% | $135,974-60.8% | $139,466-61.7% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 16.12% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $690 | $5,246-86.9% | $4,859-85.8% | $4,754-85.5% |
| Participant deferral / active EE | $4,081 | $8,103-49.6% | $7,760-47.4% | $6,712-39.2% |
| Admin fee / account holder | $2,063 | $12,406-83.4% | $10,767-80.8% | $11,409-81.9% |