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 | $14,706 | $48,078-69.4% | $78,676-81.3% | $62,881-76.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 6.60% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,300 | $2,587-49.7% | $3,517-63.0% | $3,203-59.4% |
| Admin fee / account holder | $1,270 | $3,206-60.4% | $4,510-71.8% | $4,296-70.4% |