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 | $35,185 | $84,236-58.2% | $170,435-79.4% | $70,126-49.8% |
| Participation rate | 48.5% | 70.8%-22.3pp | 83.6%-35.1pp | 69.5%-21.1pp |
| Annual return | 17.98% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $340 | $3,387-90.0% | $5,432-93.7% | $2,343-85.5% |
| Participant deferral / active EE | $1,657 | $3,086-46.3% | $4,939-66.5% | $3,332-50.3% |
| Admin fee / account holder | $427 | $5,698-92.5% | $13,881-96.9% | $4,645-90.8% |