Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,556 | $201,264-81.8% | $184,185-80.2% | $145,978-75.0% |
| Participation rate | 47.4% | 87.5%-40.1pp | 86.8%-39.5pp | 80.3%-32.9pp |
| Annual return | 17.59% | 29.00%-11.4pp | 28.81%-11.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $53 | $7,021-99.2% | $6,426-99.2% | $4,662-98.9% |
| Participant deferral / active EE | $4,424 | $9,806-54.9% | $9,132-51.6% | $6,690-33.9% |
| Admin fee / account holder | $11,500 | $16,376-29.8% | $13,909-17.3% | $13,400-14.2% |