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 | $10,489 | $81,331-87.1% | $155,534-93.3% | $80,935-87.0% |
| Participation rate | 64.1% | 66.3%-2.2pp | 78.2%-14.1pp | 67.7%-3.6pp |
| Annual return | 12.57% | 33.37%-20.8pp | 64.92%-52.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,243 | $3,454-64.0% | $5,630-77.9% | $4,299-71.1% |
| Admin fee / account holder | $337 | $7,999-95.8% | $15,900-97.9% | $6,924-95.1% |