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 | $46,896 | $46,8770% | $122,354-61.7% | $70,126-33.1% |
| Participation rate | 29.4% | 58.2%-28.8pp | 71.6%-42.2pp | 69.5%-40.1pp |
| Annual return | 16.30% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $113 | $1,288-91.2% | $4,051-97.2% | $2,343-95.2% |
| Participant deferral / active EE | $1,052 | $2,167-51.5% | $3,287-68.0% | $3,332-68.4% |
| Admin fee / account holder | $10,037 | $3,324+202.0% | $5,479+83.2% | $4,645+116.1% |