Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,787 | $97,750-60.3% | $103,464-62.5% | $145,959-73.4% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 13.04% | 25.43%-12.4pp | 23.91%-10.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $4,677-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $17,192 | $6,603+160.4% | $6,624+159.6% | $6,689+157.0% |
| Admin fee / account holder | $5,506 | $12,515-56.0% | $9,410-41.5% | $13,398-58.9% |