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 | $12,961 | $72,071-82.0% | $68,368-81.0% | $137,256-90.6% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 14.51% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,100 | $4,410-75.1% | $4,123-73.3% | $6,407-82.8% |
| Admin fee / account holder | $802 | $5,336-85.0% | $5,150-84.4% | $12,270-93.5% |