Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,910 | $118,488-67.2% | $98,462-60.5% | $139,487-72.1% |
| Participation rate | 31.6% | 77.5%-45.9pp | 75.2%-43.6pp | 80.3%-48.8pp |
| Annual return | 15.86% | 18.96%-3.1pp | 21.17%-5.3pp | 373.84%-358.0pp |
| Employer contribution / active EE | $711 | $3,611-80.3% | $3,049-76.7% | $4,755-85.0% |
| Participant deferral / active EE | $4,019 | $5,393-25.5% | $4,738-15.2% | $6,713-40.1% |
| Admin fee / account holder | $7,985 | $13,868-42.4% | $8,875-10.0% | $11,407-30.0% |