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 | $29,599 | $152,592-80.6% | $125,180-76.4% | $152,885-80.6% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 23.44% | 54.84%-31.4pp | 43.79%-20.4pp | 345.39%-322.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,680 | $5,868-3.2% | $4,937+15.0% | $5,851-2.9% |
| Admin fee / account holder | $2,037 | $13,435-84.8% | $9,703-79.0% | $11,598-82.4% |