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 | $28,256 | $111,878-74.7% | $93,727-69.9% | $145,897-80.6% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 8.16% | 204.28%-196.1pp | 133.83%-125.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $209 | $3,092-93.2% | $2,421-91.4% | $4,663-95.5% |
| Participant deferral / active EE | $1,427 | $4,920-71.0% | $4,417-67.7% | $6,689-78.7% |
| Admin fee / account holder | $7,784 | $10,256-24.1% | $8,292-6.1% | $13,390-41.9% |