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 | $22,877 | $54,541-58.1% | $78,778-71.0% | $70,126-67.4% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.2%-28.5pp | 69.5%-28.8pp |
| Annual return | 19.26% | 21.07%-1.8pp | 35.62%-16.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,064 | $2,210-51.9% | $2,958-64.0% | $3,332-68.1% |
| Admin fee / account holder | $992 | $3,709-73.2% | $5,134-80.7% | $4,645-78.6% |