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 | $42,985 | $110,212-61.0% | $96,534-55.5% | $139,466-69.2% |
| Participation rate | 56.3% | 78.1%-21.9pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 26.80% | 26.42%+0.4pp | 25.88%+0.9pp | 373.66%-346.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,875 | $5,547-30.2% | $4,851-20.1% | $6,712-42.3% |
| Admin fee / account holder | $675 | $11,599-94.2% | $8,253-91.8% | $11,409-94.1% |