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 | $23,773 | $72,446-67.2% | $67,561-64.8% | $145,877-83.7% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.7pp | 80.3%-34.1pp |
| Annual return | 10.22% | 7211.98%-7201.8pp | 3525.44%-3515.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,360 | $4,785-29.8% | $4,003-16.1% | $6,691-49.8% |
| Admin fee / account holder | $5,365 | $5,541-3.2% | $4,006+33.9% | $13,402-60.0% |