Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,951 | $69,541-42.6% | $59,899-33.3% | $135,380-70.5% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.7%-6.3pp | 82.6%-14.2pp |
| Annual return | 12.22% | 7.95%+4.3pp | 3.46%+8.8pp | 519.81%-507.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,533 | $4,206-39.8% | $3,402-25.6% | $5,609-54.8% |
| Admin fee / account holder | $348 | $5,737-93.9% | $3,592-90.3% | $10,828-96.8% |