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 | $18,762 | $96,338-80.5% | $80,589-76.7% | $139,427-86.5% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 17.48% | 1350.43%-1332.9pp | 935.83%-918.3pp | 373.27%-355.8pp |
| Employer contribution / active EE | $298 | $3,263-90.9% | $2,724-89.1% | $4,752-93.7% |
| Participant deferral / active EE | $1,773 | $5,234-66.1% | $4,449-60.2% | $6,711-73.6% |
| Admin fee / account holder | $627 | $6,600-90.5% | $5,379-88.3% | $11,404-94.5% |