Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,017 | $88,815-84.2% | $81,882-82.9% | $145,897-90.4% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 11.76% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $30 | $3,086-99.0% | $2,916-99.0% | $4,663-99.4% |
| Participant deferral / active EE | $2,375 | $4,647-48.9% | $4,323-45.1% | $6,689-64.5% |
| Admin fee / account holder | $493 | $8,434-94.2% | $7,360-93.3% | $13,390-96.3% |