Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,802 | $75,832-71.2% | $147,617-85.2% | $59,633-63.4% |
| Participation rate | 67.6% | 71.6%-3.9pp | 84.6%-17.0pp | 68.7%-1.0pp |
| Annual return | 3.18% | 0.37%+2.8pp | 61.98%-58.8pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $334 | $3,485-90.4% | $5,564-94.0% | $2,203-84.8% |
| Participant deferral / active EE | $1,239 | $3,131-60.4% | $4,895-74.7% | $3,192-61.2% |
| Admin fee / account holder | $2,053 | $5,986-65.7% | $11,612-82.3% | $4,297-52.2% |