Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,968 | $183,539-86.4% | $155,556-83.9% | $145,897-82.9% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 10.87% | 61.31%-50.4pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $259 | $5,315-95.1% | $4,675-94.5% | $4,663-94.4% |
| Participant deferral / active EE | $2,425 | $6,467-62.5% | $5,631-56.9% | $6,689-63.8% |
| Admin fee / account holder | $1,213 | $19,275-93.7% | $15,885-92.4% | $13,390-90.9% |