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 | $41,662 | $105,856-60.6% | $90,161-53.8% | $147,586-71.8% |
| Participation rate | 30.0% | 79.7%-49.7pp | 76.9%-46.9pp | 82.8%-52.8pp |
| Annual return | 11.76% | 37.63%-25.9pp | 34.89%-23.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,427 | $5,733-57.7% | $5,287-54.1% | $5,439-55.4% |
| Admin fee / account holder | $86,794 | $8,046+978.7% | $5,943+1360.4% | $10,886+697.3% |