Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,355 | $93,617-67.6% | $135,982-77.7% | $75,177-59.6% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 16.96% | 30.89%-13.9pp | 68.32%-51.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $273 | $3,538-92.3% | $4,859-94.4% | $2,671-89.8% |
| Participant deferral / active EE | $3,010 | $6,406-53.0% | $7,760-61.2% | $4,126-27.1% |
| Admin fee / account holder | $6,207 | $6,980-11.1% | $10,767-42.3% | $5,651+9.8% |