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 | $10,245 | $100,279-89.8% | $81,353-87.4% | $145,884-93.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 11.87% | 34.49%-22.6pp | 24.82%-12.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,849 | $4,611-59.9% | $3,885-52.4% | $6,690-72.4% |
| Admin fee / account holder | $551 | $8,206-93.3% | $5,766-90.4% | $13,392-95.9% |