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 | $18,379 | $58,927-68.8% | $76,823-76.1% | $72,983-74.8% |
| Participation rate | 48.6% | 67.3%-18.7pp | 72.1%-23.4pp | 69.5%-20.8pp |
| Annual return | 20.81% | 2305.64%-2284.8pp | 1166.42%-1145.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,534 | $2,690-5.8% | $3,336-24.0% | $3,608-29.8% |
| Admin fee / account holder | $956 | $4,013-76.2% | $6,422-85.1% | $5,124-81.3% |