Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,672 | $105,160-86.0% | $94,679-84.5% | $139,456-89.5% |
| Participation rate | 56.3% | 82.4%-26.1pp | 80.8%-24.6pp | 80.3%-24.1pp |
| Annual return | 35.86% | 38.04%-2.2pp | 156.75%-120.9pp | 373.45%-337.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,563 | $7,599-0.5% | $7,417+2.0% | $6,711+12.7% |
| Admin fee / account holder | $1,296 | $8,988-85.6% | $7,233-82.1% | $11,407-88.6% |