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 | $38,073 | $95,383-60.1% | $185,837-79.5% | $85,856-55.7% |
| Participation rate | 61.5% | 68.8%-7.2pp | 81.7%-20.2pp | 69.3%-7.8pp |
| Annual return | 13.96% | 23.59%-9.6pp | 122.08%-108.1pp | 318.58%-304.6pp |
| Employer contribution / active EE | $240 | $3,313-92.8% | $5,168-95.4% | $2,565-90.7% |
| Participant deferral / active EE | $2,485 | $3,423-27.4% | $5,568-55.4% | $3,952-37.1% |
| Admin fee / account holder | $1,809 | $7,213-74.9% | $16,241-88.9% | $6,261-71.1% |