Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,874 | $58,234-81.3% | $81,783-86.7% | $80,874-86.6% |
| Participation rate | 31.8% | 63.4%-31.6pp | 72.4%-40.5pp | 67.6%-35.8pp |
| Annual return | 16.60% | 41.70%-25.1pp | 775.05%-758.5pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,959 | $3,283-40.3% | $4,320-54.6% | $4,297-54.4% |
| Admin fee / account holder | $1,436 | $4,982-71.2% | $7,380-80.5% | $6,935-79.3% |