Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,980 | $58,258-82.9% | $81,820-87.8% | $80,925-87.7% |
| Participation rate | 32.7% | 63.5%-30.8pp | 72.4%-39.7pp | 67.7%-35.0pp |
| Annual return | 12.30% | 41.76%-29.5pp | 777.93%-765.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $264 | $2,345-88.8% | $2,915-90.9% | $2,756-90.4% |
| Participant deferral / active EE | $1,234 | $3,284-62.4% | $4,323-71.4% | $4,299-71.3% |
| Admin fee / account holder | $462 | $4,976-90.7% | $7,391-93.8% | $6,940-93.3% |