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 | $22,279 | $88,702-74.9% | $81,780-72.8% | $145,978-84.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 16.25% | 1029.12%-1012.9pp | 776.27%-760.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $252 | $3,084-91.8% | $2,914-91.4% | $4,662-94.6% |
| Participant deferral / active EE | $1,215 | $4,645-73.8% | $4,321-71.9% | $6,690-81.8% |
| Admin fee / account holder | $332 | $8,414-96.1% | $7,384-95.5% | $13,400-97.5% |