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 | $30,598 | $151,427-79.8% | $112,860-72.9% | $154,746-80.2% |
| Participation rate | 55.6% | 69.1%-13.6pp | 66.3%-10.8pp | 80.7%-25.1pp |
| Annual return | 12.31% | 30.95%-18.6pp | 35.26%-23.0pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,777 | $4,285+81.5% | $3,493+122.6% | $6,730+15.6% |
| Admin fee / account holder | $5,447 | $7,369-26.1% | $6,841-20.4% | $14,365-62.1% |