Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,991 | $51,184-39.5% | $66,439-53.4% | $86,983-64.4% |
| Participation rate | 40.0% | 68.5%-28.5pp | 74.5%-34.5pp | 69.5%-29.5pp |
| Annual return | 14.59% | 17.07%-2.5pp | 757.66%-743.1pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,478 | $2,927-15.3% | $3,876-36.1% | $4,194-40.9% |
| Admin fee / account holder | $2,414 | $4,154-41.9% | $6,173-60.9% | $7,856-69.3% |