Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,332 | $77,814-72.6% | $158,223-86.5% | $86,983-75.5% |
| Participation rate | 21.4% | 68.4%-47.0pp | 79.2%-57.8pp | 69.5%-48.1pp |
| Annual return | 19.51% | 30.54%-11.0pp | 52.09%-32.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $239 | $2,592-90.8% | $4,109-94.2% | $2,584-90.8% |
| Participant deferral / active EE | $1,245 | $3,270-61.9% | $5,467-77.2% | $4,194-70.3% |
| Admin fee / account holder | $1,639 | $5,879-72.1% | $16,047-89.8% | $7,856-79.1% |