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 | $19,366 | $141,004-86.3% | $112,273-82.8% | $139,466-86.1% |
| Participation rate | 37.5% | 79.2%-41.7pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 15.99% | 32.75%-16.8pp | 30.23%-14.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $484 | $4,285-88.7% | $3,431-85.9% | $4,754-89.8% |
| Participant deferral / active EE | $1,696 | $5,878-71.2% | $4,800-64.7% | $6,712-74.7% |
| Admin fee / account holder | $322 | $9,959-96.8% | $7,752-95.8% | $11,409-97.2% |