Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,752 | $161,352-85.9% | $134,172-83.0% | $137,256-83.4% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 19.45% | 28.72%-9.3pp | 25.30%-5.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $696 | $4,099-83.0% | $3,420-79.6% | $4,156-83.3% |
| Participant deferral / active EE | $1,763 | $5,552-68.3% | $4,690-62.4% | $6,407-72.5% |
| Admin fee / account holder | $370 | $15,028-97.5% | $12,016-96.9% | $12,270-97.0% |