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 | $36,730 | $208,088-82.3% | $186,193-80.3% | $154,746-76.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 20.91% | 89.97%-69.1pp | 78.03%-57.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $413 | $4,340-90.5% | $3,918-89.5% | $4,379-90.6% |
| Participant deferral / active EE | $3,328 | $7,078-53.0% | $6,513-48.9% | $6,730-50.6% |
| Admin fee / account holder | $787 | $11,698-93.3% | $11,058-92.9% | $14,365-94.5% |