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 | $3,493 | $72,071-95.2% | $68,368-94.9% | $137,256-97.5% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 13.55% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $304 | $2,788-89.1% | $2,649-88.5% | $4,156-92.7% |
| Participant deferral / active EE | $852 | $4,410-80.7% | $4,123-79.3% | $6,407-86.7% |
| Admin fee / account holder | $867 | $5,336-83.7% | $5,150-83.2% | $12,270-92.9% |