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 | $13,398 | $61,815-78.3% | $97,295-86.2% | $80,959-83.5% |
| Participation rate | 23.3% | 63.5%-40.1pp | 72.7%-49.3pp | 67.7%-44.3pp |
| Annual return | 11.26% | -558.73%+570.0pp | 75.62%-64.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $294 | $1,836-84.0% | $2,723-89.2% | $2,757-89.3% |
| Participant deferral / active EE | $1,324 | $3,027-56.3% | $4,264-68.9% | $4,300-69.2% |
| Admin fee / account holder | $1,907 | $5,166-63.1% | $5,646-66.2% | $6,925-72.5% |