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 | $33,539 | $76,407-56.1% | $150,298-77.7% | $82,448-59.3% |
| Participation rate | 14.1% | 66.4%-52.3pp | 77.8%-63.6pp | 68.1%-54.0pp |
| Annual return | 20.59% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $234 | $2,614-91.0% | $4,154-94.4% | $2,551-90.8% |
| Participant deferral / active EE | $880 | $3,214-72.6% | $5,453-83.9% | $4,139-78.7% |
| Admin fee / account holder | $887 | $6,352-86.0% | $14,116-93.7% | $7,234-87.7% |