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 | $36,338 | $77,638-53.2% | $156,551-76.8% | $62,881-42.2% |
| Participation rate | 16.1% | 71.2%-55.1pp | 84.0%-67.9pp | 69.3%-53.2pp |
| Annual return | 5.93% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $254 | $3,444-92.6% | $5,501-95.4% | $2,281-88.9% |
| Participant deferral / active EE | $989 | $3,046-67.5% | $4,871-79.7% | $3,203-69.1% |
| Admin fee / account holder | $16,268 | $5,561+192.5% | $13,028+24.9% | $4,296+278.7% |