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 | $34,844 | $118,877-70.7% | $96,570-63.9% | $167,536-79.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 12.32% | 50.50%-38.2pp | 37.79%-25.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $176 | $3,121-94.4% | $2,357-92.5% | $4,839-96.4% |
| Participant deferral / active EE | $4,788 | $4,617+3.7% | $3,849+24.4% | $6,342-24.5% |
| Admin fee / account holder | $17,035 | $8,069+111.1% | $6,182+175.5% | $12,315+38.3% |