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 | $43,944 | $34,316+28.1% | $74,719-41.2% | $72,983-39.8% |
| Participation rate | 14.8% | 42.4%-27.6pp | 54.5%-39.7pp | 69.5%-54.7pp |
| Annual return | 20.01% | 26.58%-6.6pp | 753.05%-733.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $764 | $1,272-40.0% | $1,963-61.1% | $3,608-78.8% |
| Admin fee / account holder | $420 | $2,125-80.2% | $3,334-87.4% | $5,124-91.8% |