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 | $26,262 | $103,038-74.5% | $90,324-70.9% | $152,909-82.8% |
| Participation rate | 47.6% | 75.9%-28.3pp | 73.3%-25.7pp | 82.5%-34.8pp |
| Annual return | 11.36% | 95.25%-83.9pp | 78.15%-66.8pp | 345.46%-334.1pp |
| Employer contribution / active EE | $39 | $3,141-98.8% | $2,856-98.6% | $4,764-99.2% |
| Participant deferral / active EE | $781 | $4,282-81.8% | $3,885-79.9% | $5,851-86.7% |
| Admin fee / account holder | $1,808 | $6,177-70.7% | $5,356-66.2% | $11,601-84.4% |