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 | $32,450 | $78,690-58.8% | $161,489-79.9% | $87,485-62.9% |
| Participation rate | 64.1% | 67.5%-3.4pp | 78.7%-14.6pp | 68.9%-4.9pp |
| Annual return | 14.66% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $148 | $2,588-94.3% | $4,268-96.5% | $2,596-94.3% |
| Participant deferral / active EE | $1,479 | $3,311-55.3% | $5,630-73.7% | $4,274-65.4% |
| Admin fee / account holder | $3,324 | $6,724-50.6% | $16,006-79.2% | $7,775-57.3% |