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 | $25,905 | $63,346-59.1% | $92,240-71.9% | $70,126-63.1% |
| Participation rate | 25.0% | 68.7%-43.7pp | 76.5%-51.5pp | 69.5%-44.5pp |
| Annual return | 18.38% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $415 | $2,471-83.2% | $3,680-88.7% | $2,343-82.3% |
| Participant deferral / active EE | $2,101 | $2,854-26.4% | $3,897-46.1% | $3,332-37.0% |
| Admin fee / account holder | $2,241 | $3,841-41.7% | $5,194-56.9% | $4,645-51.8% |