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 | $15,319 | $77,901-80.3% | $149,717-89.8% | $75,181-79.6% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 22.96% | 31.73%-8.8pp | 134.41%-111.5pp | 160.69%-137.7pp |
| Employer contribution / active EE | $199 | $3,137-93.7% | $4,820-95.9% | $2,671-92.6% |
| Participant deferral / active EE | $1,358 | $3,411-60.2% | $5,682-76.1% | $4,126-67.1% |
| Admin fee / account holder | $1,262 | $5,949-78.8% | $13,213-90.4% | $5,650-77.7% |