Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,991 | $103,038-77.7% | $90,324-74.5% | $152,909-85.0% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.5%-26.2pp |
| Annual return | 21.02% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,676 | $4,282-37.5% | $3,885-31.1% | $5,851-54.3% |
| Admin fee / account holder | $14,524 | $6,177+135.1% | $5,356+171.2% | $11,601+25.2% |