Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,325 | $165,361-71.4% | $149,715-68.4% | $158,950-70.2% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 17.04% | 348.24%-331.2pp | 276.66%-259.6pp | 302.91%-285.9pp |
| Employer contribution / active EE | $310 | $5,103-93.9% | $4,645-93.3% | $4,762-93.5% |
| Participant deferral / active EE | $3,574 | $7,182-50.2% | $6,842-47.8% | $5,983-40.3% |
| Admin fee / account holder | $656 | $10,808-93.9% | $9,310-93.0% | $11,248-94.2% |