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 | $16,092 | $49,177-67.3% | $79,466-79.7% | $64,173-74.9% |
| Participation rate | 56.3% | 65.0%-8.8pp | 73.3%-17.1pp | 69.6%-13.3pp |
| Annual return | 9.54% | -1.16%+10.7pp | 718.28%-708.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,017 | $2,821-63.9% | $3,704-72.5% | $3,470-70.7% |
| Admin fee / account holder | $3,319 | $3,839-13.5% | $5,104-35.0% | $4,887-32.1% |