Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,872 | $160,028-83.8% | $147,080-82.4% | $145,884-82.3% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 17.50% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.3pp |
| Employer contribution / active EE | $790 | $5,286-85.1% | $4,933-84.0% | $4,662-83.1% |
| Participant deferral / active EE | $3,141 | $8,422-62.7% | $8,066-61.1% | $6,690-53.0% |
| Admin fee / account holder | $18,211 | $15,030+21.2% | $12,989+40.2% | $13,392+36.0% |