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 | $28,141 | $40,566-30.6% | $96,754-70.9% | $64,728-56.5% |
| Participation rate | 3.4% | 24.8%-21.4pp | 70.3%-66.9pp | 57.9%-54.5pp |
| Annual return | 17.70% | 93.20%-75.5pp | 82.04%-64.3pp | 49.38%-31.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $158 | $933-83.1% | $4,758-96.7% | $2,729-94.2% |
| Admin fee / account holder | $4,314 | $2,770+55.8% | $8,905-51.6% | $1,145+276.7% |