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 | $16,613 | $96,678-82.8% | $86,640-80.8% | $139,466-88.1% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 17.22% | 106.69%-89.5pp | 592.52%-575.3pp | 373.66%-356.4pp |
| Employer contribution / active EE | $135 | $3,265-95.9% | $3,024-95.5% | $4,754-97.2% |
| Participant deferral / active EE | $1,375 | $4,837-71.6% | $4,438-69.0% | $6,712-79.5% |
| Admin fee / account holder | $1,107 | $6,410-82.7% | $5,616-80.3% | $11,409-90.3% |