Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,121 | $50,972-76.2% | $88,538-86.3% | $72,975-83.4% |
| Participation rate | 24.4% | 63.4%-39.0pp | 68.7%-44.4pp | 69.5%-45.1pp |
| Annual return | 23.21% | 29.62%-6.4pp | 43.64%-20.4pp | 81.01%-57.8pp |
| Employer contribution / active EE | $137 | $1,475-90.7% | $2,098-93.5% | $2,440-94.4% |
| Participant deferral / active EE | $952 | $2,230-57.3% | $2,914-67.3% | $3,608-73.6% |
| Admin fee / account holder | $473 | $3,230-85.4% | $4,310-89.0% | $5,124-90.8% |