Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,504 | $117,829-81.7% | $102,423-79.0% | $145,877-85.3% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 15.72% | 31.83%-16.1pp | 29.42%-13.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $811 | $3,615-77.6% | $3,023-73.2% | $4,663-82.6% |
| Participant deferral / active EE | $3,698 | $5,732-35.5% | $5,054-26.8% | $6,691-44.7% |
| Admin fee / account holder | $63,057 | $13,335+372.9% | $9,455+566.9% | $13,402+370.5% |