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 | $20,313 | $81,233-75.0% | $155,567-86.9% | $80,874-74.9% |
| Participation rate | 46.7% | 66.2%-19.6pp | 78.2%-31.5pp | 67.6%-21.0pp |
| Annual return | 16.07% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $252 | $3,101-91.9% | $4,674-94.6% | $2,756-90.9% |
| Participant deferral / active EE | $1,004 | $3,452-70.9% | $5,628-82.2% | $4,297-76.6% |
| Admin fee / account holder | $2,158 | $7,998-73.0% | $15,916-86.4% | $6,935-68.9% |