Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,040 | $58,311-51.9% | $81,882-65.8% | $80,959-65.4% |
| Participation rate | 5.8% | 63.5%-57.7pp | 72.4%-66.6pp | 67.7%-61.9pp |
| Annual return | 13.33% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $199 | $2,347-91.5% | $2,916-93.2% | $2,757-92.8% |
| Participant deferral / active EE | $796 | $3,287-75.8% | $4,323-81.6% | $4,300-81.5% |
| Admin fee / account holder | $2,651 | $4,752-44.2% | $7,360-64.0% | $6,925-61.7% |