Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,981 | $118,467-73.0% | $98,450-67.5% | $139,456-77.1% |
| Participation rate | 42.1% | 77.5%-35.3pp | 75.2%-33.1pp | 80.3%-38.2pp |
| Annual return | 19.04% | 18.95%+0.1pp | 21.16%-2.1pp | 373.45%-354.4pp |
| Employer contribution / active EE | $344 | $3,611-90.5% | $3,049-88.7% | $4,753-92.8% |
| Participant deferral / active EE | $2,098 | $5,393-61.1% | $4,739-55.7% | $6,711-68.7% |
| Admin fee / account holder | $4,030 | $14,057-71.3% | $8,961-55.0% | $11,407-64.7% |