Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,328 | $196,972-80.0% | $182,262-78.4% | $198,609-80.2% |
| Participation rate | 38.1% | 85.7%-47.6pp | 84.2%-46.1pp | 82.4%-44.3pp |
| Annual return | 15.35% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,290 | $5,364-76.0% | $5,046-74.4% | $5,055-74.5% |
| Participant deferral / active EE | $5,541 | $8,643-35.9% | $8,276-33.0% | $6,977-20.6% |
| Admin fee / account holder | $10,087 | $18,429-45.3% | $16,712-39.6% | $19,030-47.0% |