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 | $17,194 | $115,225-85.1% | $100,712-82.9% | $138,895-87.6% |
| Participation rate | 56.3% | 74.3%-18.1pp | 69.3%-13.0pp | 79.9%-23.7pp |
| Annual return | 120.38% | 40.35%+80.0pp | 33.27%+87.1pp | 145.39%-25.0pp |
| Employer contribution / active EE | $489 | $2,771-82.4% | $2,313-78.9% | $4,194-88.4% |
| Participant deferral / active EE | $8,347 | $4,699+77.6% | $4,085+104.3% | $6,396+30.5% |
| Admin fee / account holder | $22,546 | $10,844+107.9% | $9,256+143.6% | $12,562+79.5% |