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 | $18,263 | $114,013-84.0% | $103,693-82.4% | $155,188-88.2% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.5pp | 80.8%-12.6pp |
| Annual return | 13.96% | 49.31%-35.4pp | 47.61%-33.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,836 | $4,970-63.1% | $4,579-59.9% | $6,531-71.9% |
| Admin fee / account holder | $13,938 | $8,407+65.8% | $7,858+77.4% | $14,480-3.7% |