Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,034 | $97,078-74.2% | $103,065-75.7% | $145,897-82.8% |
| Participation rate | 14.3% | 81.1%-66.9pp | 80.6%-66.3pp | 80.3%-66.0pp |
| Annual return | 14.25% | 25.49%-11.2pp | 23.95%-9.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $87 | $4,680-98.2% | $4,675-98.1% | $4,663-98.1% |
| Participant deferral / active EE | $1,842 | $6,601-72.1% | $6,625-72.2% | $6,689-72.5% |
| Admin fee / account holder | $4,027 | $12,505-67.8% | $9,349-56.9% | $13,390-69.9% |