Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,798 | $105,210-74.5% | $159,487-83.2% | $85,851-68.8% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.8%-19.9pp | 69.3%-6.4pp |
| Annual return | 14.03% | 45.08%-31.0pp | 263.71%-249.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,171 | $5,946-46.7% | $7,354-56.9% | $3,952-19.8% |
| Admin fee / account holder | $452 | $6,934-93.5% | $10,804-95.8% | $6,261-92.8% |