Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,477 | $49,976-89.0% | $66,674-91.8% | $82,637-93.4% |
| Participation rate | 46.5% | 63.1%-16.6pp | 73.7%-27.2pp | 68.1%-21.5pp |
| Annual return | 18.52% | 39.09%-20.6pp | 321.24%-302.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,247 | $2,847-56.2% | $4,084-69.5% | $4,126-69.8% |
| Admin fee / account holder | $593 | $4,594-87.1% | $5,098-88.4% | $7,339-91.9% |