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 | $24,827 | $29,716-16.5% | $56,077-55.7% | $80,925-69.3% |
| Participation rate | 31.2% | 41.7%-10.5pp | 52.5%-21.3pp | 67.7%-36.5pp |
| Annual return | 10.93% | 35.30%-24.4pp | 1709.28%-1698.3pp | 35.65%-24.7pp |
| Employer contribution / active EE | $77 | $671-88.5% | $1,040-92.6% | $2,756-97.2% |
| Participant deferral / active EE | $477 | $1,228-61.2% | $1,954-75.6% | $4,299-88.9% |
| Admin fee / account holder | $401 | $2,432-83.5% | $2,825-85.8% | $6,940-94.2% |