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 | $40,948 | $58,888-30.5% | $178,498-77.1% | $73,493-44.3% |
| Participation rate | 21.7% | 66.2%-44.5pp | 81.9%-60.2pp | 70.7%-48.9pp |
| Annual return | 16.42% | 24.86%-8.4pp | 151.09%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $326 | $2,236-85.4% | $5,011-93.5% | $2,270-85.6% |
| Participant deferral / active EE | $1,065 | $2,568-58.5% | $5,202-79.5% | $3,740-71.5% |
| Admin fee / account holder | $7,476 | $400+1767.3% | $13,985-46.5% | $513+1357.0% |