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 | $21,177 | $50,554-58.1% | $67,681-68.7% | $87,485-75.8% |
| Participation rate | 32.7% | 67.7%-35.0pp | 73.7%-41.0pp | 68.9%-36.2pp |
| Annual return | 13.69% | 17.81%-4.1pp | 590.58%-576.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $175 | $1,988-91.2% | $2,678-93.5% | $2,596-93.2% |
| Participant deferral / active EE | $1,308 | $2,961-55.8% | $3,976-67.1% | $4,274-69.4% |
| Admin fee / account holder | $5,860 | $4,132+41.8% | $6,100-3.9% | $7,775-24.6% |