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 | $21,075 | $61,356-65.7% | $149,696-85.9% | $71,511-70.5% |
| Participation rate | 47.5% | 62.5%-15.0pp | 78.8%-31.3pp | 67.9%-20.4pp |
| Annual return | 19.55% | 35.86%-16.3pp | 134.46%-114.9pp | 28.86%-9.3pp |
| Employer contribution / active EE | $247 | $2,382-89.6% | $4,821-94.9% | $2,589-90.5% |
| Participant deferral / active EE | $1,211 | $2,920-58.5% | $5,682-78.7% | $4,291-71.8% |
| Admin fee / account holder | $2,278 | $1,263+80.4% | $13,212-82.8% | $1,588+43.4% |