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 | $42,176 | $157,304-73.2% | $141,197-70.1% | $152,909-72.4% |
| Participation rate | 9.1% | 84.8%-75.7pp | 82.5%-73.4pp | 82.5%-73.4pp |
| Annual return | 15.05% | 64.34%-49.3pp | 71.41%-56.4pp | 345.46%-330.4pp |
| Employer contribution / active EE | $368 | $5,263-93.0% | $4,736-92.2% | $4,764-92.3% |
| Participant deferral / active EE | $2,376 | $7,111-66.6% | $6,710-64.6% | $5,851-59.4% |
| Admin fee / account holder | $12,983 | $12,126+7.1% | $10,265+26.5% | $11,601+11.9% |