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 | $29,160 | $166,089-82.4% | $164,928-82.3% | $145,978-80.0% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 12.14% | 100.26%-88.1pp | 70.08%-57.9pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,034 | $5,276-80.4% | $4,343-76.2% | $4,662-77.8% |
| Participant deferral / active EE | $4,400 | $6,961-36.8% | $6,034-27.1% | $6,690-34.2% |
| Admin fee / account holder | $4,797 | $16,641-71.2% | $12,684-62.2% | $13,400-64.2% |