Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,585 | $81,262-69.7% | $155,602-84.2% | $80,911-69.6% |
| Participation rate | 39.6% | 66.2%-26.6pp | 78.2%-38.6pp | 67.6%-28.0pp |
| Annual return | 12.62% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $367 | $3,102-88.2% | $4,675-92.2% | $2,756-86.7% |
| Participant deferral / active EE | $996 | $3,451-71.1% | $5,629-82.3% | $4,297-76.8% |
| Admin fee / account holder | $4,522 | $7,992-43.4% | $15,923-71.6% | $6,935-34.8% |