Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,442 | $110,410-82.4% | $102,437-81.0% | $145,897-86.7% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 20.58% | 24.85%-4.3pp | 24.95%-4.4pp | 552.29%-531.7pp |
| Employer contribution / active EE | $382 | $4,217-90.9% | $3,871-90.1% | $4,663-91.8% |
| Participant deferral / active EE | $2,517 | $5,622-55.2% | $5,060-50.3% | $6,689-62.4% |
| Admin fee / account holder | $1,820 | $9,745-81.3% | $8,388-78.3% | $13,390-86.4% |