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 | $29,268 | $90,674-67.7% | $96,707-69.7% | $82,448-64.5% |
| Participation rate | 37.7% | 75.9%-38.3pp | 80.4%-42.7pp | 68.1%-30.4pp |
| Annual return | 19.20% | 49.05%-29.9pp | 34.78%-15.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $699 | $3,975-82.4% | $4,191-83.3% | $2,551-72.6% |
| Participant deferral / active EE | $2,517 | $5,696-55.8% | $5,997-58.0% | $4,139-39.2% |
| Admin fee / account holder | $423 | $7,568-94.4% | $7,503-94.4% | $7,234-94.2% |