Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,489 | $47,479-67.4% | $62,929-75.4% | $82,448-81.2% |
| Participation rate | 46.4% | 66.9%-20.4pp | 73.1%-26.7pp | 68.1%-21.6pp |
| Annual return | 34.42% | 20.34%+14.1pp | 1063.93%-1029.5pp | 41.64%-7.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,522 | $2,870+22.7% | $3,888-9.4% | $4,139-14.9% |
| Admin fee / account holder | $2,775 | $3,804-27.0% | $5,065-45.2% | $7,234-61.6% |