Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,311 | $117,846-66.6% | $102,434-61.6% | $145,884-73.1% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 20.45% | 31.90%-11.4pp | 29.46%-9.0pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,428 | $5,733+99.3% | $5,055+126.1% | $6,690+70.8% |
| Admin fee / account holder | $925 | $13,356-93.1% | $9,462-90.2% | $13,392-93.1% |