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 | $41,535 | $93,345-55.5% | $119,126-65.1% | $87,485-52.5% |
| Participation rate | 55.8% | 68.7%-13.0pp | 75.8%-20.0pp | 68.9%-13.2pp |
| Annual return | 21.61% | 19.08%+2.5pp | 282.11%-260.5pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,746 | $4,099-33.0% | $5,318-48.4% | $4,274-35.7% |
| Admin fee / account holder | $2,289 | $8,039-71.5% | $10,693-78.6% | $7,775-70.6% |