Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,224 | $112,915-69.7% | $90,965-62.4% | $158,950-78.5% |
| Participation rate | 38.5% | 74.7%-36.3pp | 69.0%-30.5pp | 82.0%-43.5pp |
| Annual return | 5.95% | 215.75%-209.8pp | 134.57%-128.6pp | 302.91%-297.0pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,788 | $4,128-56.7% | $3,373-47.0% | $5,983-70.1% |
| Admin fee / account holder | $4,136 | $8,044-48.6% | $5,960-30.6% | $11,248-63.2% |