Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,477 | $125,190-50.1% | $105,624-40.8% | $145,897-57.2% |
| Participation rate | 47.4% | 77.6%-30.3pp | 75.3%-27.9pp | 80.3%-32.9pp |
| Annual return | 12.10% | 225.22%-213.1pp | 116.20%-104.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $406 | $3,720-89.1% | $3,168-87.2% | $4,663-91.3% |
| Participant deferral / active EE | $2,739 | $5,716-52.1% | $5,013-45.4% | $6,689-59.1% |
| Admin fee / account holder | $1,903 | $17,138-88.9% | $10,961-82.6% | $13,390-85.8% |