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 | $57,596 | $160,028-64.0% | $147,080-60.8% | $145,884-60.5% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 14.38% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $997 | $5,286-81.1% | $4,933-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $9,645 | $8,422+14.5% | $8,066+19.6% | $6,690+44.2% |
| Admin fee / account holder | $50,286 | $15,030+234.6% | $12,989+287.1% | $13,392+275.5% |