Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,655 | $88,672-55.3% | $105,223-62.3% | $82,448-51.9% |
| Participation rate | 25.9% | 67.9%-42.0pp | 75.0%-49.1pp | 68.1%-42.1pp |
| Annual return | 19.37% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $466 | $3,048-84.7% | $3,689-87.4% | $2,551-81.7% |
| Participant deferral / active EE | $2,438 | $4,036-39.6% | $5,072-51.9% | $4,139-41.1% |
| Admin fee / account holder | $504 | $7,146-93.0% | $8,859-94.3% | $7,234-93.0% |