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 | $51,290 | $85,171-39.8% | $172,752-70.3% | $72,975-29.7% |
| Participation rate | 38.9% | 70.1%-31.2pp | 82.6%-43.8pp | 69.5%-30.6pp |
| Annual return | 23.71% | 27.32%-3.6pp | 802.97%-779.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $375 | $3,324-88.7% | $5,144-92.7% | $2,440-84.6% |
| Participant deferral / active EE | $2,694 | $3,260-17.4% | $5,198-48.2% | $3,608-25.3% |
| Admin fee / account holder | $2,356 | $5,880-59.9% | $13,955-83.1% | $5,124-54.0% |