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 | $39,700 | $117,895-66.3% | $102,460-61.3% | $145,897-72.8% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 13.64% | 31.92%-18.3pp | 29.47%-15.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $775 | $3,619-78.6% | $3,025-74.4% | $4,663-83.4% |
| Participant deferral / active EE | $2,152 | $5,736-62.5% | $5,056-57.4% | $6,689-67.8% |
| Admin fee / account holder | $17,516 | $13,353+31.2% | $9,460+85.2% | $13,390+30.8% |