Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,778 | $45,109-7.4% | $85,187-51.0% | $77,736-46.3% |
| Participation rate | 11.8% | 48.7%-36.8pp | 67.5%-55.7pp | 70.6%-58.8pp |
| Annual return | 18.05% | 79.55%-61.5pp | 66.67%-48.6pp | 31.26%-13.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,234 | $2,814-56.1% | $4,525-72.7% | $4,651-73.5% |
| Admin fee / account holder | $4,625 | $915+405.6% | $6,162-24.9% | $433+967.4% |