Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,338 | $105,200-72.1% | $159,474-81.6% | $85,847-65.8% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.8%-54.8pp | 69.3%-41.3pp |
| Annual return | 25.69% | 45.08%-19.4pp | 263.68%-238.0pp | 318.61%-292.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,816 | $5,946-35.8% | $7,353-48.1% | $3,952-3.4% |
| Admin fee / account holder | $404 | $6,934-94.2% | $10,802-96.3% | $6,261-93.5% |