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 | $28,031 | $48,284-41.9% | $67,524-58.5% | $80,911-65.4% |
| Participation rate | 27.4% | 66.4%-39.0pp | 72.9%-45.5pp | 67.6%-40.3pp |
| Annual return | 20.20% | 18.27%+1.9pp | 3519.41%-3499.2pp | 35.63%-15.4pp |
| Employer contribution / active EE | $211 | $2,021-89.6% | $2,734-92.3% | $2,756-92.4% |
| Participant deferral / active EE | $2,475 | $2,927-15.4% | $4,001-38.1% | $4,297-42.4% |
| Admin fee / account holder | $1,904 | $3,688-48.4% | $4,001-52.4% | $6,935-72.5% |