Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,858 | $117,895-77.2% | $102,460-73.8% | $145,897-81.6% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 12.21% | 31.92%-19.7pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $743 | $3,619-79.5% | $3,025-75.4% | $4,663-84.1% |
| Participant deferral / active EE | $2,675 | $5,736-53.4% | $5,056-47.1% | $6,689-60.0% |
| Admin fee / account holder | $10,931 | $13,353-18.1% | $9,460+15.6% | $13,390-18.4% |