Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,428 | $106,280-23.4% | $96,538-15.7% | $139,487-41.6% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.3%-43.6pp | 80.3%-49.6pp |
| Annual return | 11.66% | 38.48%-26.8pp | 35.74%-24.1pp | 373.84%-362.2pp |
| Employer contribution / active EE | $248 | $4,107-94.0% | $3,740-93.4% | $4,755-94.8% |
| Participant deferral / active EE | $1,632 | $5,457-70.1% | $4,880-66.6% | $6,713-75.7% |
| Admin fee / account holder | $1,096 | $7,888-86.1% | $6,737-83.7% | $11,407-90.4% |