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 | $37,399 | $85,024-56.0% | $70,544-47.0% | $139,466-73.2% |
| Participation rate | 28.6% | 73.9%-45.3pp | 68.4%-39.8pp | 80.3%-51.8pp |
| Annual return | 16.70% | 30.39%-13.7pp | 32.79%-16.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $514 | $3,912-86.9% | $2,976-82.7% | $4,754-89.2% |
| Participant deferral / active EE | $1,348 | $5,891-77.1% | $4,568-70.5% | $6,712-79.9% |
| Admin fee / account holder | $4,365 | $8,928-51.1% | $6,427-32.1% | $11,409-61.7% |