Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,351 | $74,535-74.0% | $100,712-80.8% | $82,637-76.6% |
| Participation rate | 39.0% | 61.2%-22.2pp | 69.3%-30.3pp | 68.1%-29.1pp |
| Annual return | 112.43% | 18.92%+93.5pp | 33.27%+79.2pp | 53.51%+58.9pp |
| Employer contribution / active EE | $102 | $1,503-93.2% | $2,313-95.6% | $2,552-96.0% |
| Participant deferral / active EE | $2,056 | $3,074-33.1% | $4,085-49.7% | $4,126-50.2% |
| Admin fee / account holder | $4,858 | $6,576-26.1% | $9,256-47.5% | $7,339-33.8% |