Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,608 | $36,140-73.4% | $73,658-87.0% | $64,340-85.1% |
| Participation rate | 10.1% | 31.0%-20.9pp | 57.0%-46.9pp | 55.2%-45.1pp |
| Annual return | 17.43% | 21.48%-4.1pp | 29.72%-12.3pp | 24.14%-6.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $294 | $1,023-71.3% | $2,062-85.7% | $2,980-90.1% |
| Admin fee / account holder | $480 | $2,513-80.9% | $3,357-85.7% | $3,703-87.0% |