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 | $39,912 | $109,908-63.7% | $97,161-58.9% | $145,978-72.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 13.88% | 243.80%-229.9pp | 75.36%-61.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $80 | $3,077-97.4% | $2,723-97.1% | $4,662-98.3% |
| Participant deferral / active EE | $835 | $4,679-82.1% | $4,265-80.4% | $6,690-87.5% |
| Admin fee / account holder | $8,483 | $6,213+36.5% | $5,647+50.2% | $13,400-36.7% |