Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,906 | $69,118-94.3% | $53,647-92.7% | $138,895-97.2% |
| Participation rate | 63.6% | 64.0%-0.3pp | 56.3%+7.4pp | 79.9%-16.3pp |
| Annual return | 13.40% | 248.26%-234.9pp | 358.33%-344.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,185 | $2,274-47.9% | $1,813-34.6% | $6,396-81.5% |
| Admin fee / account holder | $1,154 | $2,724-57.6% | $2,460-53.1% | $12,562-90.8% |