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 | $116,167-73.7% | $64,489-52.6% | $137,256-77.7% |
| Participation rate | 55.6% | 68.2%-12.6pp | 67.7%-12.1pp | 80.0%-24.4pp |
| Annual return | 12.31% | 36.55%-24.2pp | 55.03%-42.7pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,777 | $4,215+84.5% | $2,778+179.9% | $6,407+21.4% |
| Admin fee / account holder | $5,447 | $6,188-12.0% | $4,260+27.9% | $12,270-55.6% |