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 | $25,678 | $105,856-75.7% | $90,161-71.5% | $147,586-82.6% |
| Participation rate | 61.9% | 79.7%-17.8pp | 76.9%-15.0pp | 82.8%-20.9pp |
| Annual return | 17.44% | 37.63%-20.2pp | 34.89%-17.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $390 | $4,126-90.5% | $3,318-88.2% | $4,876-92.0% |
| Participant deferral / active EE | $3,296 | $5,733-42.5% | $5,287-37.7% | $5,439-39.4% |
| Admin fee / account holder | $384 | $8,046-95.2% | $5,943-93.5% | $10,886-96.5% |