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 | $20,742 | $176,077-88.2% | $159,455-87.0% | $167,518-87.6% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 14.88% | 331.83%-317.0pp | 263.63%-248.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $875 | $5,298-83.5% | $4,830-81.9% | $4,838-81.9% |
| Participant deferral / active EE | $4,933 | $7,751-36.4% | $7,353-32.9% | $6,342-22.2% |
| Admin fee / account holder | $83,069 | $12,556+561.6% | $10,800+669.1% | $12,312+574.7% |