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 | $20,818 | $44,746-53.5% | $88,179-76.4% | $64,097-67.5% |
| Participation rate | 12.5% | 39.8%-27.3pp | 69.1%-56.6pp | 55.2%-42.7pp |
| Annual return | 14.84% | 24.70%-9.9pp | 64.97%-50.1pp | 34.64%-19.8pp |
| Employer contribution / active EE | $19 | $1,078-98.3% | $2,549-99.3% | $1,891-99.0% |
| Participant deferral / active EE | $481 | $2,072-76.8% | $4,614-89.6% | $3,080-84.4% |
| Admin fee / account holder | $313 | $3,437-90.9% | $7,673-95.9% | $3,454-90.9% |