Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,824 | $110,337-63.9% | $102,383-61.1% | $145,877-72.7% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 9.93% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $806 | $4,216-80.9% | $3,870-79.2% | $4,663-82.7% |
| Participant deferral / active EE | $1,626 | $5,621-71.1% | $5,060-67.9% | $6,691-75.7% |
| Admin fee / account holder | $21,424 | $9,750+119.7% | $8,391+155.3% | $13,402+59.9% |