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 | $23,072 | $37,436-38.4% | $77,513-70.2% | $79,858-71.1% |
| Participation rate | 7.4% | 41.5%-34.1pp | 54.2%-46.8pp | 69.6%-62.2pp |
| Annual return | 27.04% | 39.75%-12.7pp | 54.81%-27.8pp | 31.72%-4.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $378 | $1,261-70.0% | $1,861-79.7% | $3,740-89.9% |
| Admin fee / account holder | $362 | $2,505-85.6% | $2,859-87.3% | $5,306-93.2% |