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 | $31,903 | $85,171-62.5% | $172,753-81.5% | $72,976-56.3% |
| Participation rate | 16.4% | 70.1%-53.7pp | 82.6%-66.3pp | 69.5%-53.1pp |
| Annual return | 18.57% | 27.32%-8.8pp | 803.00%-784.4pp | 81.02%-62.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,423 | $3,260-56.4% | $5,198-72.6% | $3,608-60.6% |
| Admin fee / account holder | $393 | $5,880-93.3% | $13,956-97.2% | $5,124-92.3% |