Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,271 | $29,736-92.4% | $56,033-95.9% | $80,935-97.2% |
| Participation rate | 51.0% | 41.7%+9.3pp | 52.5%-1.5pp | 67.7%-16.6pp |
| Annual return | 12.49% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $745 | $1,228-39.3% | $1,954-61.9% | $4,299-82.7% |
| Admin fee / account holder | $545 | $2,434-77.6% | $2,827-80.7% | $6,924-92.1% |