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 | $28,824 | $70,430-59.1% | $96,572-70.2% | $85,851-66.4% |
| Participation rate | 49.2% | 61.8%-12.6pp | 69.8%-20.6pp | 69.3%-20.1pp |
| Annual return | 13.22% | 18.58%-5.4pp | 37.79%-24.6pp | 318.63%-305.4pp |
| Employer contribution / active EE | $164 | $1,413-88.4% | $2,357-93.1% | $2,565-93.6% |
| Participant deferral / active EE | $2,467 | $2,894-14.8% | $3,850-35.9% | $3,952-37.6% |
| Admin fee / account holder | $4,470 | $4,996-10.5% | $6,183-27.7% | $6,261-28.6% |