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 | $22,509 | $91,037-75.3% | $71,671-68.6% | $147,586-84.7% |
| Participation rate | 42.9% | 76.1%-33.3pp | 68.7%-25.9pp | 82.8%-40.0pp |
| Annual return | 18.22% | 20.48%-2.3pp | 20.65%-2.4pp | 578.59%-560.4pp |
| Employer contribution / active EE | $239 | $3,327-92.8% | $2,460-90.3% | $4,876-95.1% |
| Participant deferral / active EE | $1,194 | $4,498-73.5% | $3,438-65.3% | $5,439-78.0% |
| Admin fee / account holder | $2,387 | $8,613-72.3% | $5,558-57.1% | $10,886-78.1% |