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 | $31,851 | $102,422-68.9% | $147,117-78.4% | $80,959-60.7% |
| Participation rate | 47.0% | 75.9%-28.9pp | 82.2%-35.2pp | 67.7%-20.7pp |
| Annual return | 13.42% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,508 | $6,652-47.3% | $8,065-56.5% | $4,300-18.4% |
| Admin fee / account holder | $3,931 | $7,953-50.6% | $12,993-69.7% | $6,925-43.2% |