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 | $31,787 | $93,589-66.0% | $135,942-76.6% | $75,181-57.7% |
| Participation rate | 44.9% | 75.2%-30.3pp | 81.9%-37.0pp | 67.2%-22.3pp |
| Annual return | 19.49% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $536 | $3,537-84.8% | $4,858-89.0% | $2,671-79.9% |
| Participant deferral / active EE | $2,611 | $6,405-59.2% | $7,759-66.3% | $4,126-36.7% |
| Admin fee / account holder | $2,716 | $6,977-61.1% | $10,764-74.8% | $5,650-51.9% |