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 | $53,808 | $84,236-36.1% | $170,435-68.4% | $70,126-23.3% |
| Participation rate | 12.5% | 70.8%-58.3pp | 83.6%-71.1pp | 69.5%-57.0pp |
| Annual return | 12.54% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $319 | $3,387-90.6% | $5,432-94.1% | $2,343-86.4% |
| Participant deferral / active EE | $1,266 | $3,086-59.0% | $4,939-74.4% | $3,332-62.0% |
| Admin fee / account holder | $783 | $5,698-86.3% | $13,881-94.4% | $4,645-83.2% |