Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,020 | $88,672-67.3% | $105,223-72.4% | $82,448-64.8% |
| Participation rate | 34.9% | 67.9%-33.0pp | 75.0%-40.1pp | 68.1%-33.1pp |
| Annual return | 15.91% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $237 | $3,048-92.2% | $3,689-93.6% | $2,551-90.7% |
| Participant deferral / active EE | $2,526 | $4,036-37.4% | $5,072-50.2% | $4,139-39.0% |
| Admin fee / account holder | $391 | $7,146-94.5% | $8,859-95.6% | $7,234-94.6% |