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 | $35,332 | $43,749-19.2% | $158,223-77.7% | $65,306-45.9% |
| Participation rate | 29.4% | 56.9%-27.5pp | 79.2%-49.8pp | 57.7%-28.3pp |
| Annual return | 12.65% | 19.41%-6.8pp | 52.09%-39.4pp | 21.94%-9.3pp |
| Employer contribution / active EE | $221 | $1,497-85.2% | $4,109-94.6% | $1,967-88.8% |
| Participant deferral / active EE | $913 | $2,019-54.8% | $5,467-83.3% | $2,959-69.2% |
| Admin fee / account holder | $5,844 | $1,930+202.8% | $16,047-63.6% | $3,480+67.9% |