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 | $31,259 | $85,171-63.3% | $172,752-81.9% | $72,975-57.2% |
| Participation rate | 44.2% | 70.1%-25.9pp | 82.6%-38.5pp | 69.5%-25.3pp |
| Annual return | 19.88% | 27.32%-7.4pp | 802.97%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $285 | $3,324-91.4% | $5,144-94.5% | $2,440-88.3% |
| Participant deferral / active EE | $1,502 | $3,260-53.9% | $5,198-71.1% | $3,608-58.4% |
| Admin fee / account holder | $2,507 | $5,880-57.4% | $13,955-82.0% | $5,124-51.1% |