Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,406 | $100,139-77.6% | $85,187-73.7% | $145,884-84.6% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 13.56% | 84.15%-70.6pp | 66.67%-53.1pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,488 | $5,296-71.9% | $4,525-67.1% | $6,690-77.8% |
| Admin fee / account holder | $610 | $7,262-91.6% | $6,162-90.1% | $13,392-95.4% |