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 | $40,292 | $47,479-15.1% | $62,929-36.0% | $82,448-51.1% |
| Participation rate | 39.7% | 66.9%-27.1pp | 73.1%-33.4pp | 68.1%-28.3pp |
| Annual return | 15.24% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $213 | $1,885-88.7% | $2,505-91.5% | $2,551-91.6% |
| Participant deferral / active EE | $1,257 | $2,870-56.2% | $3,888-67.7% | $4,139-69.6% |
| Admin fee / account holder | $1,065 | $3,804-72.0% | $5,065-79.0% | $7,234-85.3% |