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 | $25,448 | $81,331-68.7% | $155,534-83.6% | $80,935-68.6% |
| Participation rate | 15.9% | 66.3%-50.3pp | 78.2%-62.3pp | 67.7%-51.8pp |
| Annual return | 23.03% | 33.37%-10.3pp | 64.92%-41.9pp | 35.66%-12.6pp |
| Employer contribution / active EE | $294 | $3,105-90.5% | $4,675-93.7% | $2,757-89.3% |
| Participant deferral / active EE | $1,140 | $3,454-67.0% | $5,630-79.8% | $4,299-73.5% |
| Admin fee / account holder | $1,551 | $7,999-80.6% | $15,900-90.2% | $6,924-77.6% |