Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,763 | $239,571-86.7% | $183,328-82.7% | $137,256-76.9% |
| Participation rate | 30.0% | 82.4%-52.4pp | 77.3%-47.3pp | 80.0%-50.0pp |
| Annual return | 11.19% | 35.69%-24.5pp | 29.67%-18.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $340 | $6,148-94.5% | $5,055-93.3% | $4,156-91.8% |
| Participant deferral / active EE | $2,590 | $7,995-67.6% | $6,795-61.9% | $6,407-59.6% |
| Admin fee / account holder | $3,641 | $30,059-87.9% | $21,427-83.0% | $12,270-70.3% |