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 | $65,733 | $111,814-41.2% | $103,374-36.4% | $145,959-55.0% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 20.20% | 24.77%-4.6pp | 24.89%-4.7pp | 561.95%-541.7pp |
| Employer contribution / active EE | $597 | $4,214-85.8% | $3,869-84.6% | $4,661-87.2% |
| Participant deferral / active EE | $3,149 | $5,618-44.0% | $5,058-37.7% | $6,689-52.9% |
| Admin fee / account holder | $318 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |