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 | $27,665 | $45,626-39.4% | $94,105-70.6% | $64,097-56.8% |
| Participation rate | 26.0% | 48.0%-22.0pp | 71.9%-46.0pp | 55.2%-29.2pp |
| Annual return | 16.25% | 28.23%-12.0pp | 204.55%-188.3pp | 34.64%-18.4pp |
| Employer contribution / active EE | $0 | $1,171-100.0% | $2,504-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,804 | $2,128-15.2% | $3,881-53.5% | $3,080-41.4% |
| Admin fee / account holder | $3,607 | $2,872+25.6% | $6,199-41.8% | $3,454+4.4% |