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 | $24,237 | $81,331-70.2% | $155,534-84.4% | $80,935-70.1% |
| Participation rate | 53.3% | 66.3%-13.0pp | 78.2%-25.0pp | 67.7%-14.4pp |
| Annual return | 17.23% | 33.37%-16.1pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,818 | $3,454+39.5% | $5,630-14.4% | $4,299+12.1% |
| Admin fee / account holder | $11,190 | $7,999+39.9% | $15,900-29.6% | $6,924+61.6% |