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 | $32,810 | $132,634-75.3% | $115,768-71.7% | $137,256-76.1% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.4%-52.2pp | 80.0%-57.7pp |
| Annual return | 16.71% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,897 | $5,619-66.2% | $4,917-61.4% | $6,407-70.4% |
| Admin fee / account holder | $1,197 | $15,028-92.0% | $12,439-90.4% | $12,270-90.2% |