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 | $36,711 | $90,400-59.4% | $186,193-80.3% | $87,485-58.0% |
| Participation rate | 25.0% | 66.2%-41.2pp | 77.1%-52.1pp | 68.9%-43.9pp |
| Annual return | 37.72% | 22.15%+15.6pp | 78.03%-40.3pp | 26.06%+11.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,273 | $4,330-47.5% | $6,513-65.1% | $4,274-46.8% |
| Admin fee / account holder | $16,814 | $8,673+93.9% | $11,058+52.1% | $7,775+116.3% |