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 | $31,607 | $52,353-39.6% | $120,225-73.7% | $82,448-61.7% |
| Participation rate | 46.7% | 58.3%-11.6pp | 69.6%-22.9pp | 68.1%-21.4pp |
| Annual return | 14.58% | 61.85%-47.3pp | 439.23%-424.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $217 | $1,510-85.6% | $3,475-93.8% | $2,551-91.5% |
| Participant deferral / active EE | $2,240 | $2,627-14.7% | $3,999-44.0% | $4,139-45.9% |
| Admin fee / account holder | $5,756 | $4,363+31.9% | $5,696+1.0% | $7,234-20.4% |