Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,293 | $45,343-79.5% | $150,298-93.8% | $67,986-86.3% |
| Participation rate | 13.2% | 51.9%-38.6pp | 77.8%-64.5pp | 57.2%-44.0pp |
| Annual return | 15.82% | 33.28%-17.5pp | 62.79%-47.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $147 | $1,462-89.9% | $4,154-96.5% | $2,019-92.7% |
| Participant deferral / active EE | $679 | $2,055-67.0% | $5,453-87.6% | $3,358-79.8% |
| Admin fee / account holder | $2,422 | $2,250+7.6% | $14,116-82.8% | $3,203-24.4% |