Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,735 | $100,970-73.5% | $96,576-72.3% | $137,256-80.5% |
| Participation rate | 28.6% | 82.6%-54.0pp | 81.4%-52.9pp | 80.0%-51.4pp |
| Annual return | 21.76% | 38.16%-16.4pp | 38.47%-16.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,369 | $8,286-71.4% | $7,956-70.2% | $6,407-63.0% |
| Admin fee / account holder | $487 | $11,312-95.7% | $11,381-95.7% | $12,270-96.0% |