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 | $39,883 | $49,897-20.1% | $80,648-50.5% | $75,177-46.9% |
| Participation rate | 47.4% | 55.3%-8.0pp | 67.0%-19.6pp | 67.2%-19.8pp |
| Annual return | 16.51% | 34.68%-18.2pp | 937.21%-920.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,936 | $2,992-35.3% | $4,443-56.4% | $4,126-53.1% |
| Admin fee / account holder | $2,334 | $3,579-34.8% | $5,382-56.6% | $5,651-58.7% |