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 | $40,601 | $93,346-56.5% | $71,796-43.4% | $273,972-85.2% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 83.0%-21.9pp |
| Annual return | 5.56% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,393 | $3,475-59.9% | $2,794-50.1% | $5,287-73.6% |
| Admin fee / account holder | $2,740 | $6,571-58.3% | $4,815-43.1% | $10,133-73.0% |