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 | $29,527 | $183,516-83.9% | $155,534-81.0% | $145,884-79.8% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 10.82% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $857 | $5,315-83.9% | $4,675-81.7% | $4,662-81.6% |
| Participant deferral / active EE | $3,008 | $6,467-53.5% | $5,630-46.6% | $6,690-55.0% |
| Admin fee / account holder | $3,280 | $19,293-83.0% | $15,900-79.4% | $13,392-75.5% |