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 | $31,021 | $51,631-39.9% | $129,397-76.0% | $80,925-61.7% |
| Participation rate | 37.5% | 56.9%-19.4pp | 69.6%-32.1pp | 67.7%-30.2pp |
| Annual return | 23.40% | 20.77%+2.6pp | 9453.98%-9430.6pp | 35.65%-12.2pp |
| Employer contribution / active EE | $299 | $1,583-81.1% | $4,154-92.8% | $2,756-89.2% |
| Participant deferral / active EE | $1,932 | $2,670-27.7% | $4,167-53.6% | $4,299-55.1% |
| Admin fee / account holder | $13,874 | $4,309+222.0% | $7,679+80.7% | $6,940+99.9% |