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 | $26,287 | $84,236-68.8% | $170,435-84.6% | $70,126-62.5% |
| Participation rate | 17.8% | 70.8%-53.1pp | 83.6%-65.8pp | 69.5%-51.8pp |
| Annual return | 16.04% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $31 | $3,387-99.1% | $5,432-99.4% | $2,343-98.7% |
| Participant deferral / active EE | $1,379 | $3,086-55.3% | $4,939-72.1% | $3,332-58.6% |
| Admin fee / account holder | $2,429 | $5,698-57.4% | $13,881-82.5% | $4,645-47.7% |