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 | $29,391 | $51,184-42.6% | $66,439-55.8% | $86,983-66.2% |
| Participation rate | 27.7% | 68.5%-40.8pp | 74.5%-46.8pp | 69.5%-41.8pp |
| Annual return | 20.49% | 17.07%+3.4pp | 757.66%-737.2pp | 25.83%-5.3pp |
| Employer contribution / active EE | $144 | $2,023-92.9% | $2,637-94.5% | $2,584-94.4% |
| Participant deferral / active EE | $993 | $2,927-66.1% | $3,876-74.4% | $4,194-76.3% |
| Admin fee / account holder | $1,487 | $4,154-64.2% | $6,173-75.9% | $7,856-81.1% |