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 | $14,850 | $48,337-69.3% | $67,560-78.0% | $80,959-81.7% |
| Participation rate | 11.3% | 66.4%-55.1pp | 72.9%-61.6pp | 67.7%-56.3pp |
| Annual return | 17.02% | 18.26%-1.2pp | 3533.50%-3516.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $280 | $2,023-86.1% | $2,737-89.8% | $2,757-89.8% |
| Participant deferral / active EE | $929 | $2,928-68.3% | $4,004-76.8% | $4,300-78.4% |
| Admin fee / account holder | $6,665 | $3,695+80.4% | $3,994+66.9% | $6,925-3.8% |