Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,140 | $49,976-67.7% | $66,674-75.8% | $82,637-80.5% |
| Participation rate | 13.9% | 63.1%-49.2pp | 73.7%-59.8pp | 68.1%-54.2pp |
| Annual return | 15.75% | 39.09%-23.3pp | 321.24%-305.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $793 | $2,847-72.1% | $4,084-80.6% | $4,126-80.8% |
| Admin fee / account holder | $887 | $4,594-80.7% | $5,098-82.6% | $7,339-87.9% |