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 | $38,235 | $228,352-83.3% | $185,835-79.4% | $158,966-75.9% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 5.58% | 40.81%-35.2pp | 35.96%-30.4pp | 302.95%-297.4pp |
| Employer contribution / active EE | $477 | $4,967-90.4% | $4,087-88.3% | $4,762-90.0% |
| Participant deferral / active EE | $2,374 | $6,416-63.0% | $5,633-57.9% | $5,983-60.3% |
| Admin fee / account holder | $13,901 | $11,867+17.1% | $9,502+46.3% | $11,250+23.6% |