Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,191 | $110,337-79.9% | $102,383-78.3% | $145,877-84.8% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.7pp |
| Annual return | 13.13% | 24.83%-11.7pp | 24.94%-11.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $807 | $4,216-80.9% | $3,870-79.2% | $4,663-82.7% |
| Participant deferral / active EE | $2,578 | $5,621-54.1% | $5,060-49.0% | $6,691-61.5% |
| Admin fee / account holder | $1,706 | $9,750-82.5% | $8,391-79.7% | $13,402-87.3% |