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 | $42,864 | $177,353-75.8% | $158,226-72.9% | $198,609-78.4% |
| Participation rate | 58.3% | 77.0%-18.7pp | 74.8%-16.5pp | 82.4%-24.0pp |
| Annual return | 17.41% | 599.50%-582.1pp | 501.41%-484.0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $132 | $3,239-95.9% | $2,986-95.6% | $5,055-97.4% |
| Participant deferral / active EE | $3,095 | $4,615-32.9% | $4,317-28.3% | $6,977-55.6% |
| Admin fee / account holder | $485 | $10,960-95.6% | $10,217-95.3% | $19,030-97.5% |