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 | $11,050 | $78,690-86.0% | $161,489-93.2% | $87,485-87.4% |
| Participation rate | 68.6% | 67.5%+1.1pp | 78.7%-10.1pp | 68.9%-0.4pp |
| Annual return | 78.91% | 32.74%+46.2pp | 89.72%-10.8pp | 26.06%+52.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,931 | $3,311-11.5% | $5,630-47.9% | $4,274-31.4% |
| Admin fee / account holder | $2,220 | $6,724-67.0% | $16,006-86.1% | $7,775-71.4% |