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 | $28,375 | $81,331-65.1% | $155,534-81.8% | $80,935-64.9% |
| Participation rate | 19.7% | 66.3%-46.5pp | 78.2%-58.5pp | 67.7%-47.9pp |
| Annual return | 13.45% | 33.37%-19.9pp | 64.92%-51.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $189 | $3,105-93.9% | $4,675-95.9% | $2,757-93.1% |
| Participant deferral / active EE | $1,041 | $3,454-69.9% | $5,630-81.5% | $4,299-75.8% |
| Admin fee / account holder | $1,295 | $7,999-83.8% | $15,900-91.9% | $6,924-81.3% |