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 | $38,684 | $91,179-57.6% | $178,499-78.3% | $79,852-51.6% |
| Participation rate | 15.4% | 69.2%-53.8pp | 81.9%-66.5pp | 69.6%-54.3pp |
| Annual return | 28.15% | 24.19%+4.0pp | 151.10%-123.0pp | 31.72%-3.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,041 | $3,236-36.9% | $5,202-60.8% | $3,740-45.4% |
| Admin fee / account holder | $453 | $6,749-93.3% | $13,986-96.8% | $5,306-91.5% |