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 | $27,845 | $86,050-67.6% | $189,758-85.3% | $94,015-70.4% |
| Participation rate | 20.3% | 68.9%-48.6pp | 79.8%-59.5pp | 70.8%-50.5pp |
| Annual return | 18.32% | 17.77%+0.5pp | 52.62%-34.3pp | 17.84%+0.5pp |
| Employer contribution / active EE | $86 | $2,819-96.9% | $4,767-98.2% | $2,790-96.9% |
| Participant deferral / active EE | $1,049 | $3,349-68.7% | $5,856-82.1% | $4,249-75.3% |
| Admin fee / account holder | $789 | $6,627-88.1% | $20,388-96.1% | $8,951-91.2% |