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 | $25,107 | $57,590-56.4% | $86,233-70.9% | $82,448-69.5% |
| Participation rate | 48.5% | 57.9%-9.4pp | 69.0%-20.5pp | 68.1%-19.6pp |
| Annual return | 14.91% | 22.41%-7.5pp | 61.39%-46.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,587 | $3,080-48.5% | $4,559-65.2% | $4,139-61.7% |
| Admin fee / account holder | $4,623 | $4,730-2.3% | $8,342-44.6% | $7,234-36.1% |