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 | $24,467 | $50,666-51.7% | $76,667-68.1% | $65,186-62.5% |
| Participation rate | 38.3% | 68.8%-30.5pp | 72.1%-33.8pp | 70.2%-31.9pp |
| Annual return | 19.97% | 28.51%-8.5pp | 1166.74%-1146.8pp | 29.39%-9.4pp |
| Employer contribution / active EE | $374 | $1,575-76.2% | $2,303-83.7% | $2,177-82.8% |
| Participant deferral / active EE | $1,408 | $2,647-46.8% | $3,336-57.8% | $3,514-59.9% |
| Admin fee / account holder | $2,583 | $463+457.9% | $6,423-59.8% | $847+204.9% |