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 | $26,199 | $183,539-85.7% | $155,556-83.2% | $145,897-82.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.27% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $839 | $5,315-84.2% | $4,675-82.0% | $4,663-82.0% |
| Participant deferral / active EE | $3,671 | $6,467-43.2% | $5,631-34.8% | $6,689-45.1% |
| Admin fee / account holder | $26,805 | $19,275+39.1% | $15,885+68.7% | $13,390+100.2% |