Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,395 | $108,922-75.8% | $100,398-73.7% | $145,978-81.9% |
| Participation rate | 63.2% | 83.0%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 14.81% | 58.04%-43.2pp | 49.32%-34.5pp | 550.52%-535.7pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,236 | $8,450+9.3% | $8,084+14.3% | $6,690+38.1% |
| Admin fee / account holder | $966 | $9,680-90.0% | $7,893-87.8% | $13,400-92.8% |