Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,630 | $57,073-67.4% | $85,126-78.1% | $80,925-77.0% |
| Participation rate | 48.6% | 56.4%-7.8pp | 67.5%-19.0pp | 67.7%-19.1pp |
| Annual return | 13.96% | 21.69%-7.7pp | 66.63%-52.7pp | 35.65%-21.7pp |
| Employer contribution / active EE | $51 | $1,801-97.2% | $2,731-98.1% | $2,756-98.2% |
| Participant deferral / active EE | $4,228 | $3,113+35.8% | $4,523-6.5% | $4,299-1.7% |
| Admin fee / account holder | $3,627 | $4,988-27.3% | $6,160-41.1% | $6,940-47.7% |