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 | $19,078 | $104,937-81.8% | $84,628-77.5% | $152,897-87.5% |
| Participation rate | 23.8% | 74.8%-51.0pp | 68.2%-44.4pp | 82.5%-58.6pp |
| Annual return | 17.62% | 373.88%-356.3pp | 258.80%-241.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,541 | $4,690-24.5% | $3,900-9.2% | $5,851-39.5% |
| Admin fee / account holder | $2,091 | $6,243-66.5% | $4,914-57.5% | $11,599-82.0% |