Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,976 | $56,339-64.5% | $104,299-80.8% | $68,490-70.8% |
| Participation rate | 26.3% | 63.3%-36.9pp | 73.3%-47.0pp | 67.9%-41.6pp |
| Annual return | 59.22% | -9.19%+68.4pp | 24.62%+34.6pp | -7.85%+67.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,590 | $3,077-48.3% | $4,626-65.6% | $4,028-60.5% |
| Admin fee / account holder | $2,632 | $4,902-46.3% | $7,339-64.1% | $5,403-51.3% |