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 | $30,929 | $62,146-50.2% | $81,438-62.0% | $74,546-58.5% |
| Participation rate | 24.2% | 64.1%-39.9pp | 69.5%-45.3pp | 67.2%-43.0pp |
| Annual return | 16.57% | 16.49%+0.1pp | 24.74%-8.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $148 | $1,883-92.1% | $2,460-94.0% | $2,624-94.3% |
| Participant deferral / active EE | $1,612 | $3,229-50.1% | $3,883-58.5% | $4,347-62.9% |
| Admin fee / account holder | $2,022 | $1,922+5.2% | $5,764-64.9% | $1,944+4.0% |