Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,965 | $88,360-70.6% | $145,433-82.1% | $67,986-61.8% |
| Participation rate | 22.8% | 65.5%-42.7pp | 82.1%-59.3pp | 57.2%-34.4pp |
| Annual return | 20.26% | 63.15%-42.9pp | 66.58%-46.3pp | 31.67%-11.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,577 | $5,932-73.4% | $7,897-80.0% | $3,358-53.0% |
| Admin fee / account holder | $2,012 | $3,313-39.3% | $13,129-84.7% | $3,203-37.2% |