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 | $58,612 | $99,875-41.3% | $146,866-60.1% | $86,983-32.6% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.5%-26.0pp | 69.5%-13.0pp |
| Annual return | 44.91% | 28.10%+16.8pp | 102.85%-57.9pp | 25.83%+19.1pp |
| Employer contribution / active EE | $221 | $3,224-93.1% | $4,425-95.0% | $2,584-91.4% |
| Participant deferral / active EE | $7,877 | $6,322+24.6% | $7,759+1.5% | $4,194+87.8% |
| Admin fee / account holder | $3,515 | $7,838-55.2% | $13,620-74.2% | $7,856-55.3% |