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 | $19,596 | $84,236-76.7% | $170,435-88.5% | $70,126-72.1% |
| Participation rate | 55.3% | 70.8%-15.6pp | 83.6%-28.3pp | 69.5%-14.3pp |
| Annual return | 15.19% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,901 | $3,086-38.4% | $4,939-61.5% | $3,332-43.0% |
| Admin fee / account holder | $15,631 | $5,698+174.3% | $13,881+12.6% | $4,645+236.5% |