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 | $20,899 | $81,276-74.3% | $155,574-86.6% | $80,925-74.2% |
| Participation rate | 39.1% | 66.2%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 17.41% | 33.36%-15.9pp | 64.87%-47.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,358 | $3,453-60.7% | $5,629-75.9% | $4,299-68.4% |
| Admin fee / account holder | $932 | $7,993-88.3% | $15,914-94.1% | $6,940-86.6% |