Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,223 | $105,145-88.4% | $94,664-87.1% | $139,466-91.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 22.33% | 38.09%-15.8pp | 156.84%-134.5pp | 373.66%-351.3pp |
| Employer contribution / active EE | $412 | $4,107-90.0% | $3,673-88.8% | $4,754-91.3% |
| Participant deferral / active EE | $4,809 | $7,599-36.7% | $7,417-35.2% | $6,712-28.4% |
| Admin fee / account holder | $1,287 | $8,972-85.7% | $7,222-82.2% | $11,409-88.7% |