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 | $15,060 | $47,848-68.5% | $81,473-81.5% | $70,126-78.5% |
| Participation rate | 19.7% | 58.3%-38.6pp | 68.0%-48.3pp | 69.5%-49.9pp |
| Annual return | 46.59% | 27.25%+19.3pp | 38.78%+7.8pp | 73.15%-26.6pp |
| Employer contribution / active EE | $70 | $1,527-95.4% | $2,568-97.3% | $2,343-97.0% |
| Participant deferral / active EE | $845 | $2,453-65.5% | $3,537-76.1% | $3,332-74.6% |
| Admin fee / account holder | $2,516 | $3,145-20.0% | $4,561-44.8% | $4,645-45.8% |