Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,728 | $129,737-75.5% | $119,126-73.4% | $154,746-79.5% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 10.58% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $451 | $4,375-89.7% | $4,034-88.8% | $4,379-89.7% |
| Participant deferral / active EE | $3,615 | $5,842-38.1% | $5,318-32.0% | $6,730-46.3% |
| Admin fee / account holder | $39,899 | $11,961+233.6% | $10,693+273.1% | $14,365+177.7% |