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 | $31,498 | $209,425-85.0% | $178,499-82.4% | $158,966-80.2% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 10.70% | 188.80%-178.1pp | 151.10%-140.4pp | 302.95%-292.2pp |
| Employer contribution / active EE | $1,113 | $5,707-80.5% | $5,011-77.8% | $4,762-76.6% |
| Participant deferral / active EE | $5,471 | $5,955-8.1% | $5,202+5.2% | $5,983-8.6% |
| Admin fee / account holder | $316 | $17,078-98.1% | $13,986-97.7% | $11,250-97.2% |