Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,186 | $37,446-72.8% | $77,552-86.9% | $79,856-87.2% |
| Participation rate | 27.8% | 41.5%-13.7pp | 54.2%-26.4pp | 69.6%-41.9pp |
| Annual return | 19.10% | 39.76%-20.7pp | 54.82%-35.7pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $646 | $1,261-48.8% | $1,861-65.3% | $3,741-82.7% |
| Admin fee / account holder | $4,003 | $2,506+59.7% | $2,859+40.0% | $5,306-24.6% |