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 | $17,084 | $91,037-81.2% | $71,671-76.2% | $147,586-88.4% |
| Participation rate | 40.9% | 76.1%-35.2pp | 68.7%-27.8pp | 82.8%-41.9pp |
| Annual return | 49.08% | 20.48%+28.6pp | 20.65%+28.4pp | 578.59%-529.5pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,939 | $4,498-56.9% | $3,438-43.6% | $5,439-64.3% |
| Admin fee / account holder | $4,377 | $8,613-49.2% | $5,558-21.3% | $10,886-59.8% |