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 | $30,683 | $166,268-81.5% | $165,100-81.4% | $145,897-79.0% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 11.80% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $412 | $5,284-92.2% | $4,348-90.5% | $4,663-91.2% |
| Participant deferral / active EE | $2,768 | $6,964-60.3% | $6,035-54.1% | $6,689-58.6% |
| Admin fee / account holder | $2,487 | $16,659-85.1% | $12,696-80.4% | $13,390-81.4% |