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 | $14,479 | $77,638-81.4% | $156,551-90.8% | $62,881-77.0% |
| Participation rate | 44.6% | 71.2%-26.6pp | 84.0%-39.4pp | 69.3%-24.7pp |
| Annual return | 7.90% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $253 | $3,444-92.6% | $5,501-95.4% | $2,281-88.9% |
| Participant deferral / active EE | $899 | $3,046-70.5% | $4,871-81.5% | $3,203-71.9% |
| Admin fee / account holder | $1,017 | $5,561-81.7% | $13,028-92.2% | $4,296-76.3% |