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 | $26,871 | $95,383-71.8% | $185,837-85.5% | $85,856-68.7% |
| Participation rate | 59.1% | 68.8%-9.7pp | 81.7%-22.6pp | 69.3%-10.2pp |
| Annual return | 14.13% | 23.59%-9.5pp | 122.08%-107.9pp | 318.58%-304.4pp |
| Employer contribution / active EE | $365 | $3,313-89.0% | $5,168-92.9% | $2,565-85.8% |
| Participant deferral / active EE | $2,947 | $3,423-13.9% | $5,568-47.1% | $3,952-25.4% |
| Admin fee / account holder | $1,526 | $7,213-78.8% | $16,241-90.6% | $6,261-75.6% |