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 | $17,287 | $53,841-67.9% | $75,731-77.2% | $85,851-79.9% |
| Participation rate | 37.3% | 69.0%-31.7pp | 74.8%-37.5pp | 69.3%-32.0pp |
| Annual return | 15.70% | 24.54%-8.8pp | 104.65%-88.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $172 | $2,017-91.5% | $2,743-93.7% | $2,565-93.3% |
| Participant deferral / active EE | $940 | $2,895-67.5% | $3,820-75.4% | $3,952-76.2% |
| Admin fee / account holder | $1,999 | $3,340-40.2% | $3,620-44.8% | $6,261-68.1% |