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 | $31,366 | $209,336-85.0% | $197,124-84.1% | $137,256-77.1% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 25.40% | 48.09%-22.7pp | 44.34%-18.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,322 | $6,591-79.9% | $6,227-78.8% | $4,156-68.2% |
| Participant deferral / active EE | $3,626 | $9,614-62.3% | $9,135-60.3% | $6,407-43.4% |
| Admin fee / account holder | $3,105 | $17,308-82.1% | $16,298-80.9% | $12,270-74.7% |