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 | $21,140 | $185,312-88.6% | $161,489-86.9% | $154,746-86.3% |
| Participation rate | 6.3% | 82.5%-76.2pp | 78.7%-72.4pp | 80.7%-74.5pp |
| Annual return | 10.31% | 103.84%-93.5pp | 89.72%-79.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $943 | $4,769-80.2% | $4,268-77.9% | $4,379-78.5% |
| Participant deferral / active EE | $2,987 | $6,350-53.0% | $5,630-47.0% | $6,730-55.6% |
| Admin fee / account holder | $279,496 | $18,654+1398.3% | $16,006+1646.2% | $14,365+1845.6% |