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 | $9,391 | $58,311-83.9% | $81,882-88.5% | $80,959-88.4% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.4%-41.6pp | 67.7%-36.9pp |
| Annual return | 12.13% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $922 | $3,287-72.0% | $4,323-78.7% | $4,300-78.6% |
| Admin fee / account holder | $690 | $4,752-85.5% | $7,360-90.6% | $6,925-90.0% |