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 | $37,220 | $47,105-21.0% | $68,368-45.6% | $67,986-45.3% |
| Participation rate | 37.0% | 51.8%-14.8pp | 73.8%-36.7pp | 57.2%-20.2pp |
| Annual return | 15.33% | 48.37%-33.0pp | 292.57%-277.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $118 | $1,859-93.6% | $2,649-95.5% | $2,019-94.1% |
| Participant deferral / active EE | $802 | $2,374-66.2% | $4,123-80.6% | $3,358-76.1% |
| Admin fee / account holder | $640 | $2,435-73.7% | $5,150-87.6% | $3,203-80.0% |