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 | $26,363 | $100,147-73.7% | $81,286-67.6% | $145,877-81.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.5%-42.2pp | 80.3%-53.0pp |
| Annual return | 15.79% | 34.44%-18.7pp | 24.80%-9.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,554 | $4,607-22.9% | $3,883-8.5% | $6,691-46.9% |
| Admin fee / account holder | $22,752 | $8,201+177.4% | $5,764+294.7% | $13,402+69.8% |