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 | $33,583 | $152,612-78.0% | $125,192-73.2% | $152,897-78.0% |
| Participation rate | 38.5% | 83.3%-44.9pp | 79.8%-41.3pp | 82.5%-44.0pp |
| Annual return | 15.88% | 54.85%-39.0pp | 43.79%-27.9pp | 345.43%-329.5pp |
| Employer contribution / active EE | $559 | $4,947-88.7% | $3,866-85.5% | $4,764-88.3% |
| Participant deferral / active EE | $2,622 | $5,868-55.3% | $4,937-46.9% | $5,851-55.2% |
| Admin fee / account holder | $1,392 | $13,437-89.6% | $9,704-85.7% | $11,599-88.0% |