Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,900 | $160,070-85.7% | $147,117-84.4% | $145,897-84.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $859 | $5,285-83.7% | $4,932-82.6% | $4,663-81.6% |
| Participant deferral / active EE | $3,685 | $8,419-56.2% | $8,065-54.3% | $6,689-44.9% |
| Admin fee / account holder | $386 | $15,035-97.4% | $12,993-97.0% | $13,390-97.1% |