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 | $41,520 | $101,653-59.2% | $147,080-71.8% | $74,459-44.2% |
| Participation rate | 30.3% | 75.6%-45.3pp | 82.2%-51.9pp | 67.2%-36.9pp |
| Annual return | 18.25% | 8754.98%-8736.7pp | 420.17%-401.9pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $941 | $3,813-75.3% | $4,933-80.9% | $2,626-64.2% |
| Participant deferral / active EE | $3,681 | $7,304-49.6% | $8,066-54.4% | $4,350-15.4% |
| Admin fee / account holder | $4,658 | $1,752+165.9% | $12,989-64.1% | $1,945+139.5% |