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 | $26,211 | $85,766-69.4% | $136,298-80.8% | $70,126-62.6% |
| Participation rate | 30.8% | 74.2%-43.4pp | 81.9%-51.2pp | 69.5%-38.8pp |
| Annual return | 15.00% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,706 | $5,051-46.4% | $6,247-56.7% | $3,332-18.8% |
| Admin fee / account holder | $3,300 | $5,421-39.1% | $9,244-64.3% | $4,645-29.0% |