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 | $41,911 | $152,619-72.5% | $125,195-66.5% | $152,909-72.6% |
| Participation rate | 35.7% | 83.3%-47.6pp | 79.8%-44.1pp | 82.5%-46.7pp |
| Annual return | 25.09% | 54.85%-29.8pp | 43.79%-18.7pp | 345.46%-320.4pp |
| Employer contribution / active EE | $927 | $4,947-81.3% | $3,866-76.0% | $4,764-80.5% |
| Participant deferral / active EE | $2,113 | $5,869-64.0% | $4,937-57.2% | $5,851-63.9% |
| Admin fee / account holder | $445 | $13,437-96.7% | $9,704-95.4% | $11,601-96.2% |