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 | $25,495 | $51,638-50.6% | $129,406-80.3% | $80,959-68.5% |
| Participation rate | 37.1% | 56.9%-19.8pp | 69.6%-32.5pp | 67.7%-30.5pp |
| Annual return | 13.48% | 20.78%-7.3pp | 9468.18%-9454.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $174 | $1,584-89.0% | $4,155-95.8% | $2,757-93.7% |
| Participant deferral / active EE | $1,287 | $2,670-51.8% | $4,167-69.1% | $4,300-70.1% |
| Admin fee / account holder | $509 | $4,313-88.2% | $7,689-93.4% | $6,925-92.7% |