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 | $8,082 | $70,366-88.5% | $66,674-87.9% | $138,895-94.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 16.56% | 386.41%-369.8pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $232 | $2,765-91.6% | $2,620-91.2% | $4,194-94.5% |
| Participant deferral / active EE | $789 | $4,374-82.0% | $4,084-80.7% | $6,396-87.7% |
| Admin fee / account holder | $757 | $5,262-85.6% | $5,098-85.1% | $12,562-94.0% |