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 | $25,502 | $58,828-56.6% | $78,002-67.3% | $62,881-59.4% |
| Participation rate | 52.9% | 71.1%-18.1pp | 75.5%-22.6pp | 69.3%-16.4pp |
| Annual return | 6.23% | 17.16%-10.9pp | 425.99%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $137 | $1,672-91.8% | $2,470-94.4% | $2,281-94.0% |
| Participant deferral / active EE | $1,255 | $2,686-53.3% | $3,497-64.1% | $3,203-60.8% |
| Admin fee / account holder | $1,449 | $4,393-67.0% | $5,481-73.6% | $4,296-66.3% |