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 | $21,960 | $65,555-66.5% | $86,216-74.5% | $75,173-70.8% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 13.71% | 46.07%-32.4pp | 1169.42%-1155.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $245 | $1,553-84.2% | $2,382-89.7% | $2,671-90.8% |
| Participant deferral / active EE | $2,048 | $3,023-32.2% | $3,986-48.6% | $4,126-50.4% |
| Admin fee / account holder | $1,055 | $5,469-80.7% | $6,853-84.6% | $5,651-81.3% |