Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,888 | $110,379-60.2% | $102,412-57.1% | $145,884-69.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 14.37% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $610 | $4,216-85.5% | $3,870-84.2% | $4,662-86.9% |
| Participant deferral / active EE | $2,219 | $5,622-60.5% | $5,060-56.1% | $6,690-66.8% |
| Admin fee / account holder | $18,703 | $9,745+91.9% | $8,388+123.0% | $13,392+39.7% |