Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,920 | $115,810-74.2% | $101,271-70.5% | $158,966-81.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 10.52% | 56.15%-45.6pp | 46.48%-36.0pp | 302.95%-292.4pp |
| Employer contribution / active EE | $620 | $4,175-85.2% | $3,660-83.1% | $4,762-87.0% |
| Participant deferral / active EE | $2,863 | $4,958-42.3% | $4,371-34.5% | $5,983-52.2% |
| Admin fee / account holder | $977 | $7,248-86.5% | $5,948-83.6% | $11,250-91.3% |