Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,313 | $125,778-68.7% | $114,563-65.7% | $154,746-74.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 24.13% | 295.14%-271.0pp | 241.09%-217.0pp | 172.34%-148.2pp |
| Employer contribution / active EE | $167 | $2,806-94.1% | $2,592-93.6% | $4,379-96.2% |
| Participant deferral / active EE | $3,178 | $4,445-28.5% | $4,142-23.3% | $6,730-52.8% |
| Admin fee / account holder | $402 | $8,190-95.1% | $7,623-94.7% | $14,365-97.2% |