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 | $40,896 | $52,507-22.1% | $129,406-68.4% | $74,478-45.1% |
| Participation rate | 38.8% | 53.9%-15.1pp | 69.6%-30.9pp | 67.2%-28.4pp |
| Annual return | 13.42% | 15.64%-2.2pp | 9468.18%-9454.8pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $145 | $1,534-90.5% | $4,155-96.5% | $2,626-94.5% |
| Participant deferral / active EE | $1,452 | $2,801-48.1% | $4,167-65.2% | $4,350-66.6% |
| Admin fee / account holder | $979 | $2,639-62.9% | $7,689-87.3% | $1,946-49.7% |