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 | $32,262 | $77,638-58.4% | $156,551-79.4% | $62,881-48.7% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.7pp |
| Annual return | 7.33% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $240 | $3,444-93.0% | $5,501-95.6% | $2,281-89.5% |
| Participant deferral / active EE | $1,722 | $3,046-43.4% | $4,871-64.6% | $3,203-46.2% |
| Admin fee / account holder | $2,011 | $5,561-63.8% | $13,028-84.6% | $4,296-53.2% |