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 | $2,953 | $94,439-96.9% | $73,658-96.0% | $154,746-98.1% |
| Participation rate | 57.1% | 64.7%-7.5pp | 57.0%+0.1pp | 80.7%-23.6pp |
| Annual return | 13.06% | 28.25%-15.2pp | 29.72%-16.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $278 | $2,527-89.0% | $2,062-86.5% | $6,730-95.9% |
| Admin fee / account holder | $564 | $3,843-85.3% | $3,357-83.2% | $14,365-96.1% |