Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,480 | $72,071-74.4% | $68,368-73.0% | $137,256-86.5% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 13.57% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,313 | $4,410-70.2% | $4,123-68.2% | $6,407-79.5% |
| Admin fee / account holder | $1,194 | $5,336-77.6% | $5,150-76.8% | $12,270-90.3% |