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 | $29,891 | $83,369-64.1% | $105,223-71.6% | $67,986-56.0% |
| Participation rate | 31.8% | 56.3%-24.5pp | 75.0%-43.3pp | 57.2%-25.5pp |
| Annual return | 24.46% | 24.64%-0.2pp | 180.65%-156.2pp | 31.67%-7.2pp |
| Employer contribution / active EE | $469 | $2,541-81.5% | $3,689-87.3% | $2,019-76.8% |
| Participant deferral / active EE | $1,572 | $3,295-52.3% | $5,072-69.0% | $3,358-53.2% |
| Admin fee / account holder | $3,843 | $4,073-5.6% | $8,859-56.6% | $3,203+20.0% |