Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,088 | $149,040-89.2% | $120,225-86.6% | $137,256-88.3% |
| Participation rate | 34.8% | 75.4%-40.6pp | 69.6%-34.8pp | 80.0%-45.2pp |
| Annual return | 33.77% | 605.68%-571.9pp | 439.23%-405.5pp | 220.34%-186.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,411 | $4,655-69.7% | $3,999-64.7% | $6,407-78.0% |
| Admin fee / account holder | $9,104 | $6,348+43.4% | $5,696+59.8% | $12,270-25.8% |