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 | $15,910 | $103,038-84.6% | $90,324-82.4% | $152,909-89.6% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.5%-40.4pp |
| Annual return | 32.16% | 95.25%-63.1pp | 78.15%-46.0pp | 345.46%-313.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,750 | $4,282+10.9% | $3,885+22.2% | $5,851-18.8% |
| Admin fee / account holder | $459 | $6,177-92.6% | $5,356-91.4% | $11,601-96.0% |