Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,249 | $156,927-85.8% | $121,169-81.6% | $139,456-84.0% |
| Participation rate | 16.7% | 76.4%-59.8pp | 69.5%-52.9pp | 80.3%-63.7pp |
| Annual return | 11.39% | 1475.85%-1464.5pp | 986.71%-975.3pp | 373.45%-362.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $596 | $4,848-87.7% | $4,083-85.4% | $6,711-91.1% |
| Admin fee / account holder | $609 | $6,946-91.2% | $5,645-89.2% | $11,407-94.7% |