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 | $53,782 | $109,908-51.1% | $97,161-44.6% | $145,978-63.2% |
| Participation rate | 31.8% | 75.9%-44.1pp | 72.7%-40.9pp | 80.3%-48.5pp |
| Annual return | 19.91% | 243.80%-223.9pp | 75.36%-55.5pp | 550.52%-530.6pp |
| Employer contribution / active EE | $283 | $3,077-90.8% | $2,723-89.6% | $4,662-93.9% |
| Participant deferral / active EE | $2,377 | $4,679-49.2% | $4,265-44.3% | $6,690-64.5% |
| Admin fee / account holder | $723 | $6,213-88.4% | $5,647-87.2% | $13,400-94.6% |