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 | $28,847 | $55,470-48.0% | $155,556-81.5% | $74,478-61.3% |
| Participation rate | 27.4% | 61.9%-34.5pp | 78.2%-50.8pp | 67.2%-39.8pp |
| Annual return | 15.51% | 269.80%-254.3pp | 64.84%-49.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $58 | $2,267-97.4% | $4,675-98.8% | $2,626-97.8% |
| Participant deferral / active EE | $1,047 | $2,838-63.1% | $5,631-81.4% | $4,350-75.9% |
| Admin fee / account holder | $1,975 | $1,744+13.2% | $15,885-87.6% | $1,946+1.5% |