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 | $7,991 | $100,262-92.0% | $81,370-90.2% | $145,897-94.5% |
| Participation rate | 23.5% | 74.3%-50.7pp | 69.5%-46.0pp | 80.3%-56.8pp |
| Annual return | 14.72% | 34.52%-19.8pp | 24.85%-10.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,076 | $4,612-76.7% | $3,885-72.3% | $6,689-83.9% |
| Admin fee / account holder | $3,882 | $8,163-52.4% | $5,749-32.5% | $13,390-71.0% |