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 | $21,419 | $160,028-86.6% | $147,080-85.4% | $145,884-85.3% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 11.75% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $609 | $5,286-88.5% | $4,933-87.7% | $4,662-86.9% |
| Participant deferral / active EE | $3,704 | $8,422-56.0% | $8,066-54.1% | $6,690-44.6% |
| Admin fee / account holder | $23,966 | $15,030+59.5% | $12,989+84.5% | $13,392+79.0% |