Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,923 | $81,504-59.6% | $102,437-67.9% | $80,959-59.3% |
| Participation rate | 64.0% | 66.9%-2.9pp | 74.5%-10.6pp | 67.7%-3.7pp |
| Annual return | 10.67% | 25.60%-14.9pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,155 | $3,871-44.3% | $5,060-57.4% | $4,300-49.9% |
| Admin fee / account holder | $10,991 | $6,719+63.6% | $8,388+31.0% | $6,925+58.7% |