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 | $25,829 | $58,258-55.7% | $81,820-68.4% | $80,925-68.1% |
| Participation rate | 24.1% | 63.5%-39.3pp | 72.4%-48.2pp | 67.7%-43.5pp |
| Annual return | 13.81% | 41.76%-27.9pp | 777.93%-764.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $976 | $3,284-70.3% | $4,323-77.4% | $4,299-77.3% |
| Admin fee / account holder | $3,193 | $4,976-35.8% | $7,391-56.8% | $6,940-54.0% |