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 | $26,046 | $41,016-36.5% | $152,093-82.9% | $64,097-59.4% |
| Participation rate | 28.7% | 51.3%-22.7pp | 77.8%-49.1pp | 55.2%-26.5pp |
| Annual return | 17.18% | 39.60%-22.4pp | 66.36%-49.2pp | 34.64%-17.5pp |
| Employer contribution / active EE | $93 | $1,342-93.0% | $4,175-97.8% | $1,891-95.1% |
| Participant deferral / active EE | $1,112 | $1,927-42.3% | $5,451-79.6% | $3,080-63.9% |
| Admin fee / account holder | $14,237 | $2,305+517.6% | $14,497-1.8% | $3,454+312.1% |