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 | $25,191 | $103,393-75.6% | $87,103-71.1% | $152,909-83.5% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.9%-30.2pp | 82.5%-35.8pp |
| Annual return | 19.68% | 28.10%-8.4pp | 28.19%-8.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $480 | $3,221-85.1% | $2,521-81.0% | $4,764-89.9% |
| Participant deferral / active EE | $2,059 | $4,778-56.9% | $4,049-49.1% | $5,851-64.8% |
| Admin fee / account holder | $20,532 | $12,195+68.4% | $7,491+174.1% | $11,601+77.0% |