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 | $27,583 | $60,349-54.3% | $74,184-62.8% | $62,881-56.1% |
| Participation rate | 57.9% | 72.7%-14.8pp | 76.6%-18.7pp | 69.3%-11.4pp |
| Annual return | 5.58% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,942 | $2,856-32.0% | $3,550-45.3% | $3,203-39.4% |
| Admin fee / account holder | $2,357 | $4,261-44.7% | $5,586-57.8% | $4,296-45.1% |