Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,139 | $59,804-59.6% | $81,982-70.6% | $79,856-69.8% |
| Participation rate | 22.9% | 61.6%-38.7pp | 69.3%-46.4pp | 69.6%-46.7pp |
| Annual return | 17.66% | 17.56%+0.1pp | 41.31%-23.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $261 | $1,713-84.8% | $2,498-89.5% | $2,471-89.4% |
| Participant deferral / active EE | $932 | $2,695-65.4% | $3,722-75.0% | $3,741-75.1% |
| Admin fee / account holder | $1,638 | $4,288-61.8% | $5,665-71.1% | $5,306-69.1% |