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 | $2,991 | $36,948-91.9% | $73,658-95.9% | $87,485-96.6% |
| Participation rate | 66.1% | 46.8%+19.3pp | 57.0%+9.1pp | 68.9%-2.8pp |
| Annual return | 18.07% | 28.64%-10.6pp | 29.72%-11.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $453 | $1,379-67.1% | $2,062-78.0% | $4,274-89.4% |
| Admin fee / account holder | $432 | $2,531-82.9% | $3,357-87.1% | $7,775-94.4% |