Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,710 | $57,352-56.9% | $83,831-70.5% | $64,173-61.5% |
| Participation rate | 38.9% | 68.6%-29.7pp | 76.1%-37.3pp | 69.6%-30.7pp |
| Annual return | 12.80% | 11.38%+1.4pp | 850.99%-838.2pp | 7.63%+5.2pp |
| Employer contribution / active EE | -$3 | $2,546-100.1% | $3,631-100.1% | $2,381-100.1% |
| Participant deferral / active EE | $1,536 | $2,993-48.7% | $4,082-62.4% | $3,470-55.7% |
| Admin fee / account holder | $1,329 | $4,046-67.2% | $5,479-75.7% | $4,887-72.8% |