Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,982 | $86,050-74.5% | $189,758-88.4% | $94,015-76.6% |
| Participation rate | 31.3% | 68.9%-37.6pp | 79.8%-48.5pp | 70.8%-39.6pp |
| Annual return | 74.00% | 17.77%+56.2pp | 52.62%+21.4pp | 17.84%+56.2pp |
| Employer contribution / active EE | $91 | $2,819-96.8% | $4,767-98.1% | $2,790-96.7% |
| Participant deferral / active EE | $1,040 | $3,349-68.9% | $5,856-82.2% | $4,249-75.5% |
| Admin fee / account holder | $799 | $6,627-87.9% | $20,388-96.1% | $8,951-91.1% |