Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,666 | $65,582-44.1% | $64,097-42.8% | $71,529-48.7% |
| Participation rate | 66.7% | 73.2%-6.5pp | 72.3%-5.7pp | 67.9%-1.3pp |
| Annual return | 17.96% | 18.96%-1.0pp | 33.75%-15.8pp | 28.97%-11.0pp |
| Employer contribution / active EE | $1 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,019 | $3,628-44.3% | $3,881-48.0% | $4,291-52.9% |
| Admin fee / account holder | $4,617 | $616+649.2% | $3,070+50.4% | $1,588+190.7% |