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 | $12,217 | $172,111-92.9% | $150,298-91.9% | $137,256-91.1% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 15.22% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $94 | $4,636-98.0% | $4,154-97.7% | $4,156-97.7% |
| Participant deferral / active EE | $1,797 | $6,166-70.9% | $5,453-67.0% | $6,407-72.0% |
| Admin fee / account holder | $14,719 | $16,471-10.6% | $14,116+4.3% | $12,270+20.0% |