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 | $14,382 | $51,638-72.1% | $68,368-79.0% | $82,448-82.6% |
| Participation rate | 21.3% | 63.6%-42.3pp | 73.8%-52.4pp | 68.1%-46.7pp |
| Annual return | 21.54% | 37.53%-16.0pp | 292.57%-271.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $192 | $2,047-90.6% | $2,649-92.8% | $2,551-92.5% |
| Participant deferral / active EE | $779 | $2,914-73.3% | $4,123-81.1% | $4,139-81.2% |
| Admin fee / account holder | $308 | $4,643-93.4% | $5,150-94.0% | $7,234-95.7% |