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 | $16,680 | $43,075-61.3% | $74,577-77.6% | $62,881-73.5% |
| Participation rate | 42.9% | 58.1%-15.2pp | 68.1%-25.3pp | 69.3%-26.4pp |
| Annual return | 9.50% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,738 | $2,389-27.3% | $3,458-49.7% | $3,203-45.7% |
| Admin fee / account holder | $1,513 | $2,840-46.7% | $4,138-63.4% | $4,296-64.8% |