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 | $30,144 | $48,053-37.3% | $84,637-64.4% | $72,976-58.7% |
| Participation rate | 37.8% | 57.6%-19.8pp | 68.2%-30.5pp | 69.5%-31.7pp |
| Annual return | 19.66% | 37.39%-17.7pp | 258.82%-239.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $230 | $1,602-85.7% | $2,653-91.3% | $2,440-90.6% |
| Participant deferral / active EE | $940 | $2,681-64.9% | $3,900-75.9% | $3,608-74.0% |
| Admin fee / account holder | $731 | $3,395-78.5% | $4,914-85.1% | $5,124-85.7% |