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 | $70,162 | $183,627-61.8% | $155,602-54.9% | $145,978-51.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 12.56% | 61.32%-48.8pp | 64.81%-52.2pp | 550.52%-538.0pp |
| Employer contribution / active EE | $400 | $5,316-92.5% | $4,675-91.4% | $4,662-91.4% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,690-31.2% |
| Admin fee / account holder | $6,080 | $19,327-68.5% | $15,923-61.8% | $13,400-54.6% |