Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,341 | $117,433-23.9% | $99,475-10.2% | $152,897-41.6% |
| Participation rate | 23.8% | 77.5%-53.7pp | 73.8%-50.0pp | 82.5%-58.6pp |
| Annual return | 23.17% | 31.87%-8.7pp | 30.72%-7.6pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,661 | $4,086-59.3% | $3,619-54.1% | $5,851-71.6% |
| Admin fee / account holder | $892 | $7,634-88.3% | $6,252-85.7% | $11,599-92.3% |