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 | $16,389 | $81,262-79.8% | $155,602-89.5% | $80,911-79.7% |
| Participation rate | 28.7% | 66.2%-37.5pp | 78.2%-49.5pp | 67.6%-38.9pp |
| Annual return | 14.62% | 33.34%-18.7pp | 64.81%-50.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $293 | $3,102-90.5% | $4,675-93.7% | $2,756-89.4% |
| Participant deferral / active EE | $950 | $3,451-72.5% | $5,629-83.1% | $4,297-77.9% |
| Admin fee / account holder | $3,353 | $7,992-58.0% | $15,923-78.9% | $6,935-51.6% |