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 | $12,902 | $76,407-83.1% | $150,298-91.4% | $82,448-84.4% |
| Participation rate | 15.6% | 66.4%-50.8pp | 77.8%-62.1pp | 68.1%-52.4pp |
| Annual return | 30.45% | 39.99%-9.5pp | 62.79%-32.3pp | 41.64%-11.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $928 | $3,214-71.1% | $5,453-83.0% | $4,139-77.6% |
| Admin fee / account holder | $441 | $6,352-93.1% | $14,116-96.9% | $7,234-93.9% |