Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,105 | $93,345-64.5% | $119,126-72.2% | $87,485-62.2% |
| Participation rate | 66.1% | 68.7%-2.6pp | 75.8%-9.6pp | 68.9%-2.8pp |
| Annual return | 12.31% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $631 | $3,172-80.1% | $4,034-84.4% | $2,596-75.7% |
| Participant deferral / active EE | $3,652 | $4,099-10.9% | $5,318-31.3% | $4,274-14.5% |
| Admin fee / account holder | $17,472 | $8,039+117.4% | $10,693+63.4% | $7,775+124.7% |