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 | $22,214 | $81,358-72.7% | $155,556-85.7% | $80,959-72.6% |
| Participation rate | 62.7% | 66.3%-3.6pp | 78.2%-15.6pp | 67.7%-5.0pp |
| Annual return | 12.19% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,500 | $3,455-56.6% | $5,631-73.4% | $4,300-65.1% |
| Admin fee / account holder | $5,208 | $7,994-34.9% | $15,885-67.2% | $6,925-24.8% |