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 | $15,970 | $88,702-82.0% | $81,780-80.5% | $145,978-89.1% |
| Participation rate | 23.1% | 75.0%-52.0pp | 72.4%-49.3pp | 80.3%-57.2pp |
| Annual return | 14.62% | 1029.12%-1014.5pp | 776.27%-761.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $215 | $3,084-93.0% | $2,914-92.6% | $4,662-95.4% |
| Participant deferral / active EE | $1,409 | $4,645-69.7% | $4,321-67.4% | $6,690-78.9% |
| Admin fee / account holder | $2,611 | $8,414-69.0% | $7,384-64.6% | $13,400-80.5% |