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 | $39,526 | $160,040-75.3% | $147,096-73.1% | $145,877-72.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.47% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $788 | $5,289-85.1% | $4,936-84.0% | $4,663-83.1% |
| Participant deferral / active EE | $3,150 | $8,429-62.6% | $8,071-61.0% | $6,691-52.9% |
| Admin fee / account holder | $434 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |