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 | $13,082 | $27,943-53.2% | $58,507-77.6% | $75,177-82.6% |
| Participation rate | 45.2% | 38.8%+6.3pp | 50.9%-5.7pp | 67.2%-22.0pp |
| Annual return | 15.11% | 44.22%-29.1pp | 4252.32%-4237.2pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $919 | $1,202-23.5% | $1,922-52.2% | $4,126-77.7% |
| Admin fee / account holder | $1,332 | $1,727-22.9% | $2,486-46.4% | $5,651-76.4% |