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 | $37,129 | $75,541-50.8% | $152,093-75.6% | $82,637-55.1% |
| Participation rate | 23.1% | 66.5%-43.5pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 13.07% | 32.56%-19.5pp | 66.36%-53.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $58 | $2,622-97.8% | $4,175-98.6% | $2,552-97.7% |
| Participant deferral / active EE | $915 | $3,206-71.4% | $5,451-83.2% | $4,126-77.8% |
| Admin fee / account holder | $140,067 | $6,405+2087.0% | $14,497+866.2% | $7,339+1808.6% |