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 | $19,733 | $29,736-33.6% | $56,033-64.8% | $80,935-75.6% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.7%-36.2pp |
| Annual return | 13.33% | 35.28%-21.9pp | 1711.38%-1698.0pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,099 | $1,228-10.5% | $1,954-43.7% | $4,299-74.4% |
| Admin fee / account holder | $388 | $2,434-84.1% | $2,827-86.3% | $6,924-94.4% |