Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,484 | $59,440-73.9% | $78,004-80.1% | $82,637-81.3% |
| Participation rate | 24.1% | 62.8%-38.7pp | 69.4%-45.3pp | 68.1%-43.9pp |
| Annual return | 21.96% | 40.24%-18.3pp | 31.07%-9.1pp | 53.51%-31.6pp |
| Employer contribution / active EE | $253 | $1,750-85.5% | $2,469-89.7% | $2,552-90.1% |
| Participant deferral / active EE | $1,140 | $3,138-63.7% | $4,092-72.1% | $4,126-72.4% |
| Admin fee / account holder | $1,521 | $5,504-72.4% | $7,578-79.9% | $7,339-79.3% |