Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,499 | $84,236-53.1% | $170,439-76.8% | $70,124-43.7% |
| Participation rate | 26.8% | 70.8%-44.0pp | 83.6%-56.8pp | 69.5%-42.7pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.94%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,014 | $3,086-34.7% | $4,939-59.2% | $3,332-39.6% |
| Admin fee / account holder | $1,273 | $5,698-77.7% | $13,881-90.8% | $4,645-72.6% |