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 | $12,238 | $70,366-82.6% | $66,674-81.6% | $138,895-91.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 18.94% | 386.41%-367.5pp | 321.24%-302.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $389 | $2,765-85.9% | $2,620-85.1% | $4,194-90.7% |
| Participant deferral / active EE | $987 | $4,374-77.4% | $4,084-75.8% | $6,396-84.6% |
| Admin fee / account holder | $403 | $5,262-92.3% | $5,098-92.1% | $12,562-96.8% |