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 | $34,423 | $96,731-64.4% | $123,973-72.2% | $86,983-60.4% |
| Participation rate | 48.3% | 70.0%-21.7pp | 76.7%-28.3pp | 69.5%-21.2pp |
| Annual return | 25.44% | 17.33%+8.1pp | 388.13%-362.7pp | 25.83%-0.4pp |
| Employer contribution / active EE | $414 | $3,297-87.4% | $4,126-90.0% | $2,584-84.0% |
| Participant deferral / active EE | $2,641 | $4,152-36.4% | $5,247-49.7% | $4,194-37.0% |
| Admin fee / account holder | $1,058 | $8,722-87.9% | $11,799-91.0% | $7,856-86.5% |