Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,473 | $77,901-81.4% | $149,717-90.3% | $75,181-80.7% |
| Participation rate | 41.2% | 65.6%-24.4pp | 78.8%-37.6pp | 67.2%-26.0pp |
| Annual return | 22.79% | 31.73%-8.9pp | 134.41%-111.6pp | 160.69%-137.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,994 | $3,411-41.5% | $5,682-64.9% | $4,126-51.7% |
| Admin fee / account holder | $1,159 | $5,949-80.5% | $13,213-91.2% | $5,650-79.5% |