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 | $35,723 | $51,604-30.8% | $129,295-72.4% | $80,874-55.8% |
| Participation rate | 37.9% | 57.0%-19.0pp | 69.6%-31.7pp | 67.6%-29.7pp |
| Annual return | 12.55% | 20.76%-8.2pp | 9429.28%-9416.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,341 | $2,670-49.8% | $4,169-67.8% | $4,297-68.8% |
| Admin fee / account holder | $2,493 | $4,310-42.2% | $7,665-67.5% | $6,935-64.1% |