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 | $13,571 | $58,258-76.7% | $81,820-83.4% | $80,925-83.2% |
| Participation rate | 21.6% | 63.5%-41.8pp | 72.4%-50.8pp | 67.7%-46.0pp |
| Annual return | 13.61% | 41.76%-28.2pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,722 | $3,284-47.5% | $4,323-60.2% | $4,299-59.9% |
| Admin fee / account holder | $6,604 | $4,976+32.7% | $7,391-10.6% | $6,940-4.8% |