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 | $28,153 | $49,897-43.6% | $80,648-65.1% | $75,177-62.6% |
| Participation rate | 29.3% | 55.3%-26.1pp | 67.0%-37.7pp | 67.2%-37.9pp |
| Annual return | 16.10% | 34.68%-18.6pp | 937.21%-921.1pp | 160.75%-144.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,389 | $2,992-53.6% | $4,443-68.7% | $4,126-66.3% |
| Admin fee / account holder | $1,121 | $3,579-68.7% | $5,382-79.2% | $5,651-80.2% |