Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,286 | $48,337-47.7% | $67,560-62.6% | $80,959-68.8% |
| Participation rate | 37.3% | 66.4%-29.1pp | 72.9%-35.6pp | 67.7%-30.4pp |
| Annual return | 12.92% | 18.26%-5.3pp | 3533.50%-3520.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $328 | $2,023-83.8% | $2,737-88.0% | $2,757-88.1% |
| Participant deferral / active EE | $874 | $2,928-70.1% | $4,004-78.2% | $4,300-79.7% |
| Admin fee / account holder | $618 | $3,695-83.3% | $3,994-84.5% | $6,925-91.1% |