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 | $21,584 | $101,618-78.8% | $93,063-76.8% | $137,256-84.3% |
| Participation rate | 18.2% | 74.9%-56.8pp | 72.1%-53.9pp | 80.0%-61.8pp |
| Annual return | 15.34% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $206 | $2,707-92.4% | $2,476-91.7% | $4,156-95.0% |
| Participant deferral / active EE | $1,037 | $4,279-75.8% | $3,958-73.8% | $6,407-83.8% |
| Admin fee / account holder | $714 | $6,198-88.5% | $6,033-88.2% | $12,270-94.2% |