Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,545 | $51,222-75.5% | $70,544-82.2% | $75,173-83.3% |
| Participation rate | 19.7% | 61.0%-41.2pp | 68.4%-48.6pp | 67.2%-47.5pp |
| Annual return | 19.02% | 30.06%-11.0pp | 32.79%-13.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $239 | $1,827-86.9% | $2,976-92.0% | $2,671-91.0% |
| Participant deferral / active EE | $991 | $2,850-65.2% | $4,568-78.3% | $4,126-76.0% |
| Admin fee / account holder | $2,041 | $4,096-50.2% | $6,427-68.2% | $5,651-63.9% |