Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,447 | $39,036-47.6% | $80,784-74.7% | $85,851-76.2% |
| Participation rate | 27.9% | 41.6%-13.7pp | 54.2%-26.3pp | 69.3%-41.4pp |
| Annual return | 16.05% | 26.31%-10.3pp | 87.31%-71.3pp | 318.63%-302.6pp |
| Employer contribution / active EE | $74 | $722-89.8% | $1,160-93.7% | $2,565-97.1% |
| Participant deferral / active EE | $590 | $1,326-55.5% | $2,145-72.5% | $3,952-85.1% |
| Admin fee / account holder | $1,942 | $2,429-20.0% | $3,380-42.5% | $6,261-69.0% |