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 | $14,989 | $102,595-85.4% | $94,057-84.1% | $154,746-90.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 23.37% | 583.42%-560.1pp | 480.62%-457.3pp | 172.34%-149.0pp |
| Employer contribution / active EE | $225 | $3,147-92.9% | $2,933-92.3% | $4,379-94.9% |
| Participant deferral / active EE | $1,215 | $5,118-76.3% | $4,709-74.2% | $6,730-81.9% |
| Admin fee / account holder | $790 | $7,736-89.8% | $7,244-89.1% | $14,365-94.5% |