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 | $16,533 | $51,638-68.0% | $68,368-75.8% | $82,448-79.9% |
| Participation rate | 17.8% | 63.6%-45.8pp | 73.8%-56.0pp | 68.1%-50.3pp |
| Annual return | 24.81% | 37.53%-12.7pp | 292.57%-267.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $236 | $2,047-88.5% | $2,649-91.1% | $2,551-90.8% |
| Participant deferral / active EE | $732 | $2,914-74.9% | $4,123-82.2% | $4,139-82.3% |
| Admin fee / account holder | $530 | $4,643-88.6% | $5,150-89.7% | $7,234-92.7% |