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 | $77,814-71.8% | $158,223-86.1% | $86,983-74.7% |
| Participation rate | 31.3% | 68.4%-37.2pp | 79.2%-48.0pp | 69.5%-38.3pp |
| Annual return | 74.00% | 30.54%+43.5pp | 52.09%+21.9pp | 25.83%+48.2pp |
| Employer contribution / active EE | $91 | $2,592-96.5% | $4,109-97.8% | $2,584-96.5% |
| Participant deferral / active EE | $1,040 | $3,270-68.2% | $5,467-81.0% | $4,194-75.2% |
| Admin fee / account holder | $799 | $5,879-86.4% | $16,047-95.0% | $7,856-89.8% |