Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,503 | $98,766-72.2% | $149,730-81.6% | $79,852-65.6% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.6%-21.6pp |
| Annual return | 19.06% | 27.43%-8.4pp | 276.70%-257.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $66 | $3,217-98.0% | $4,645-98.6% | $2,471-97.3% |
| Participant deferral / active EE | $4,134 | $5,681-27.2% | $6,843-39.6% | $3,740+10.5% |
| Admin fee / account holder | $2,279 | $6,052-62.3% | $9,310-75.5% | $5,306-57.0% |