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 | $21,232 | $34,316-38.1% | $74,722-71.6% | $72,975-70.9% |
| Participation rate | 37.8% | 42.4%-4.6pp | 54.5%-16.7pp | 69.5%-31.7pp |
| Annual return | 24.26% | 26.58%-2.3pp | 753.11%-728.9pp | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $929 | $1,272-26.9% | $1,963-52.7% | $3,608-74.2% |
| Admin fee / account holder | $654 | $2,125-69.2% | $3,335-80.4% | $5,124-87.2% |