Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,605 | $112,729-82.6% | $98,716-80.1% | $137,256-85.7% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.3%-21.5pp | 80.0%-32.1pp |
| Annual return | 14.03% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $315 | $2,725-88.4% | $2,279-86.2% | $4,156-92.4% |
| Participant deferral / active EE | $2,468 | $4,640-46.8% | $4,048-39.0% | $6,407-61.5% |
| Admin fee / account holder | $820 | $10,129-91.9% | $8,703-90.6% | $12,270-93.3% |