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 | $24,686 | $81,276-69.6% | $155,574-84.1% | $80,925-69.5% |
| Participation rate | 12.3% | 66.2%-53.9pp | 78.2%-65.9pp | 67.7%-55.3pp |
| Annual return | 16.79% | 33.36%-16.6pp | 64.87%-48.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $337 | $3,103-89.1% | $4,676-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $1,234 | $3,453-64.3% | $5,629-78.1% | $4,299-71.3% |
| Admin fee / account holder | $10,997 | $7,993+37.6% | $15,914-30.9% | $6,940+58.5% |