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 | $32,739 | $63,346-48.3% | $92,240-64.5% | $70,126-53.3% |
| Participation rate | 41.9% | 68.7%-26.7pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 19.01% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $348 | $2,471-85.9% | $3,680-90.5% | $2,343-85.1% |
| Participant deferral / active EE | $1,394 | $2,854-51.2% | $3,897-64.2% | $3,332-58.2% |
| Admin fee / account holder | $1,098 | $3,841-71.4% | $5,194-78.9% | $4,645-76.4% |