Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,906 | $116,167-90.6% | $64,489-83.1% | $137,256-92.1% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 12.42% | 36.55%-24.1pp | 55.03%-42.6pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $916 | $4,215-78.3% | $2,778-67.0% | $6,407-85.7% |
| Admin fee / account holder | $704 | $6,188-88.6% | $4,260-83.5% | $12,270-94.3% |