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 | $34,554 | $166,268-79.2% | $165,100-79.1% | $145,897-76.3% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 14.83% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $894 | $5,284-83.1% | $4,348-79.4% | $4,663-80.8% |
| Participant deferral / active EE | $2,099 | $6,964-69.9% | $6,035-65.2% | $6,689-68.6% |
| Admin fee / account holder | $761 | $16,659-95.4% | $12,696-94.0% | $13,390-94.3% |