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 | $18,508 | $45,087-58.9% | $69,483-73.4% | $72,976-74.6% |
| Participation rate | 55.3% | 68.5%-13.2pp | 74.6%-19.3pp | 69.5%-14.2pp |
| Annual return | 11.55% | 22.67%-11.1pp | 28.99%-17.4pp | 81.02%-69.5pp |
| Employer contribution / active EE | $241 | $2,055-88.3% | $2,780-91.3% | $2,440-90.1% |
| Participant deferral / active EE | $1,296 | $2,603-50.2% | $3,537-63.3% | $3,608-64.1% |
| Admin fee / account holder | $405 | $3,057-86.7% | $3,841-89.5% | $5,124-92.1% |