Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,622 | $81,358-85.7% | $155,556-92.5% | $80,959-85.6% |
| Participation rate | 63.5% | 66.3%-2.8pp | 78.2%-14.7pp | 67.7%-4.2pp |
| Annual return | 11.18% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $334 | $3,106-89.3% | $4,675-92.9% | $2,757-87.9% |
| Participant deferral / active EE | $1,338 | $3,455-61.3% | $5,631-76.2% | $4,300-68.9% |
| Admin fee / account holder | $1,233 | $7,994-84.6% | $15,885-92.2% | $6,925-82.2% |