Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,163 | $165,399-67.3% | $149,745-63.8% | $158,982-65.9% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 8.61% | 348.34%-339.7pp | 276.72%-268.1pp | 302.99%-294.4pp |
| Employer contribution / active EE | $518 | $5,105-89.9% | $4,646-88.9% | $4,763-89.1% |
| Participant deferral / active EE | $4,073 | $7,183-43.3% | $6,843-40.5% | $5,983-31.9% |
| Admin fee / account holder | $3,108 | $10,811-71.2% | $9,312-66.6% | $11,252-72.4% |