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 | $38,265 | $99,345-61.5% | $84,753-54.9% | $273,972-86.0% |
| Participation rate | 12.5% | 80.7%-68.2pp | 76.6%-64.1pp | 83.0%-70.5pp |
| Annual return | 3.22% | 22.93%-19.7pp | 22.78%-19.6pp | 41.46%-38.2pp |
| Employer contribution / active EE | $67 | $4,214-98.4% | $3,574-98.1% | $4,869-98.6% |
| Participant deferral / active EE | $3,000 | $4,270-29.7% | $3,712-19.2% | $5,287-43.3% |
| Admin fee / account holder | $1,145 | $6,645-82.8% | $5,333-78.5% | $10,133-88.7% |