Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,427 | $48,327-70.1% | $67,575-78.7% | $80,935-82.2% |
| Participation rate | 29.3% | 66.4%-37.1pp | 72.9%-43.6pp | 67.7%-38.4pp |
| Annual return | 17.10% | 18.31%-1.2pp | 3528.98%-3511.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $265 | $2,022-86.9% | $2,736-90.3% | $2,757-90.4% |
| Participant deferral / active EE | $1,273 | $2,927-56.5% | $4,003-68.2% | $4,299-70.4% |
| Admin fee / account holder | $376 | $3,692-89.8% | $3,993-90.6% | $6,924-94.6% |