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 | $18,317 | $43,730-58.1% | $66,674-72.5% | $64,097-71.4% |
| Participation rate | 31.2% | 50.7%-19.5pp | 73.7%-42.5pp | 55.2%-24.0pp |
| Annual return | 17.45% | 53.62%-36.2pp | 321.24%-303.8pp | 34.64%-17.2pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,415 | $2,122-33.3% | $4,084-65.4% | $3,080-54.1% |
| Admin fee / account holder | $1,123 | $2,708-58.5% | $5,098-78.0% | $3,454-67.5% |