Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,727 | $51,638-63.7% | $68,368-72.6% | $82,448-77.3% |
| Participation rate | 32.2% | 63.6%-31.4pp | 73.8%-41.5pp | 68.1%-35.9pp |
| Annual return | 17.97% | 37.53%-19.6pp | 292.57%-274.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,282 | $2,914-56.0% | $4,123-68.9% | $4,139-69.0% |
| Admin fee / account holder | $867 | $4,643-81.3% | $5,150-83.2% | $7,234-88.0% |