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 | $27,547 | $55,902-50.7% | $76,030-63.8% | $80,959-66.0% |
| Participation rate | 26.5% | 62.1%-35.6pp | 69.1%-42.6pp | 67.7%-41.2pp |
| Annual return | 15.58% | 20.59%-5.0pp | 361.54%-346.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $352 | $1,867-81.1% | $2,688-86.9% | $2,757-87.2% |
| Participant deferral / active EE | $1,114 | $3,051-63.5% | $4,257-73.8% | $4,300-74.1% |
| Admin fee / account holder | $1,836 | $5,239-65.0% | $6,421-71.4% | $6,925-73.5% |