Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,900 | $106,280-54.0% | $96,538-49.3% | $139,487-64.9% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 22.63% | 38.48%-15.9pp | 35.74%-13.1pp | 373.84%-351.2pp |
| Employer contribution / active EE | $512 | $4,107-87.5% | $3,740-86.3% | $4,755-89.2% |
| Participant deferral / active EE | $2,625 | $5,457-51.9% | $4,880-46.2% | $6,713-60.9% |
| Admin fee / account holder | $595 | $7,888-92.5% | $6,737-91.2% | $11,407-94.8% |