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 | $20,455 | $91,198-77.6% | $178,503-88.5% | $79,856-74.4% |
| Participation rate | 18.3% | 69.2%-50.9pp | 81.9%-63.6pp | 69.6%-51.3pp |
| Annual return | 12.74% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,053 | $3,237-67.5% | $5,202-79.8% | $3,741-71.8% |
| Admin fee / account holder | $3,133 | $6,748-53.6% | $13,987-77.6% | $5,306-41.0% |