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 | $14,946 | $39,132-61.8% | $57,196-73.9% | $62,881-76.2% |
| Participation rate | 54.1% | 70.5%-16.4pp | 75.3%-21.3pp | 69.3%-15.3pp |
| Annual return | 9.61% | 9.24%+0.4pp | 14.59%-5.0pp | 20.14%-10.5pp |
| Employer contribution / active EE | $228 | $1,874-87.8% | $2,683-91.5% | $2,281-90.0% |
| Participant deferral / active EE | $1,227 | $2,374-48.3% | $3,096-60.4% | $3,203-61.7% |
| Admin fee / account holder | $623 | $2,594-76.0% | $3,141-80.2% | $4,296-85.5% |