Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,479 | $101,778-68.1% | $164,975-80.3% | $80,925-59.9% |
| Participation rate | 26.8% | 71.8%-45.0pp | 78.6%-51.8pp | 67.7%-40.8pp |
| Annual return | 110.84% | 16.73%+94.1pp | 70.12%+40.7pp | 35.65%+75.2pp |
| Employer contribution / active EE | $809 | $2,954-72.6% | $4,343-81.4% | $2,756-70.7% |
| Participant deferral / active EE | $2,569 | $4,477-42.6% | $6,033-57.4% | $4,299-40.2% |
| Admin fee / account holder | $886 | $8,221-89.2% | $12,688-93.0% | $6,940-87.2% |