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 | $32,675 | $77,920-58.1% | $149,723-78.2% | $75,177-56.5% |
| Participation rate | 15.7% | 65.6%-49.9pp | 78.8%-63.1pp | 67.2%-51.5pp |
| Annual return | 28.63% | 31.72%-3.1pp | 134.50%-105.9pp | 160.75%-132.1pp |
| Employer contribution / active EE | $192 | $3,138-93.9% | $4,821-96.0% | $2,671-92.8% |
| Participant deferral / active EE | $1,054 | $3,411-69.1% | $5,682-81.4% | $4,126-74.5% |
| Admin fee / account holder | $1,311 | $5,951-78.0% | $13,215-90.1% | $5,651-76.8% |