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 | $44,369 | $110,379-59.8% | $102,412-56.7% | $145,884-69.6% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 14.05% | 24.84%-10.8pp | 24.94%-10.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $329 | $4,216-92.2% | $3,870-91.5% | $4,662-92.9% |
| Participant deferral / active EE | $3,292 | $5,622-41.4% | $5,060-35.0% | $6,690-50.8% |
| Admin fee / account holder | $458 | $9,745-95.3% | $8,388-94.5% | $13,392-96.6% |