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 | $31,158 | $116,203-73.2% | $93,621-66.7% | $152,897-79.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.8%-20.3pp | 82.5%-26.9pp |
| Annual return | 21.34% | 35.96%-14.6pp | 32.76%-11.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $370 | $3,219-88.5% | $2,719-86.4% | $4,764-92.2% |
| Participant deferral / active EE | $3,712 | $4,605-19.4% | $4,070-8.8% | $5,851-36.6% |
| Admin fee / account holder | $2,545 | $10,751-76.3% | $7,890-67.7% | $11,599-78.1% |