Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,309 | $57,312-71.5% | $86,617-81.2% | $75,181-78.3% |
| Participation rate | 47.1% | 63.2%-16.1pp | 71.7%-24.6pp | 67.2%-20.1pp |
| Annual return | 13.70% | 2672.78%-2659.1pp | 591.91%-578.2pp | 160.69%-147.0pp |
| Employer contribution / active EE | $159 | $2,315-93.1% | $3,023-94.7% | $2,671-94.1% |
| Participant deferral / active EE | $993 | $3,319-70.1% | $4,437-77.6% | $4,126-75.9% |
| Admin fee / account holder | $823 | $4,114-80.0% | $5,613-85.3% | $5,650-85.4% |