Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,082 | $98,766-65.5% | $149,730-77.2% | $79,852-57.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 20.33% | 27.43%-7.1pp | 276.70%-256.4pp | 31.72%-11.4pp |
| Employer contribution / active EE | $296 | $3,217-90.8% | $4,645-93.6% | $2,471-88.0% |
| Participant deferral / active EE | $3,225 | $5,681-43.2% | $6,843-52.9% | $3,740-13.8% |
| Admin fee / account holder | $318 | $6,052-94.7% | $9,310-96.6% | $5,306-94.0% |