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 | $61,236 | $132,634-53.8% | $115,768-47.1% | $137,256-55.4% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.4%-21.1pp | 80.0%-26.6pp |
| Annual return | 17.38% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $604 | $3,360-82.0% | $2,940-79.5% | $4,156-85.5% |
| Participant deferral / active EE | $1,829 | $5,619-67.4% | $4,917-62.8% | $6,407-71.5% |
| Admin fee / account holder | $448 | $15,028-97.0% | $12,439-96.4% | $12,270-96.3% |