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 | $19,330 | $107,368-82.0% | $92,915-79.2% | $152,909-87.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 19.71% | 145.64%-125.9pp | 109.45%-89.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $673 | $4,222-84.1% | $3,653-81.6% | $4,764-85.9% |
| Participant deferral / active EE | $1,538 | $4,848-68.3% | $4,238-63.7% | $5,851-73.7% |
| Admin fee / account holder | $1,675 | $7,082-76.4% | $5,796-71.1% | $11,601-85.6% |