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 | $34,978 | $63,861-45.2% | $104,639-66.6% | $79,856-56.2% |
| Participation rate | 40.0% | 64.9%-24.9pp | 74.1%-34.1pp | 69.6%-29.6pp |
| Annual return | 15.79% | 21.30%-5.5pp | 340.67%-324.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $235 | $1,588-85.2% | $2,682-91.2% | $2,471-90.5% |
| Participant deferral / active EE | $1,177 | $2,693-56.3% | $3,738-68.5% | $3,741-68.5% |
| Admin fee / account holder | $837 | $4,185-80.0% | $6,465-87.1% | $5,306-84.2% |