Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,047 | $68,878-41.9% | $120,574-66.8% | $80,935-50.5% |
| Participation rate | 12.9% | 61.7%-48.8pp | 71.9%-59.0pp | 67.7%-54.8pp |
| Annual return | 11.27% | 23.67%-12.4pp | 107.42%-96.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $315 | $2,065-84.8% | $3,471-90.9% | $2,757-88.6% |
| Participant deferral / active EE | $1,178 | $3,189-63.1% | $4,996-76.4% | $4,299-72.6% |
| Admin fee / account holder | $498 | $5,782-91.4% | $9,445-94.7% | $6,924-92.8% |