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 | $37,119 | $46,599-20.3% | $64,101-42.1% | $75,173-50.6% |
| Participation rate | 19.4% | 65.9%-46.6pp | 72.3%-53.0pp | 67.2%-47.8pp |
| Annual return | 19.22% | 26.06%-6.8pp | 33.72%-14.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,235 | $2,837-56.5% | $3,881-68.2% | $4,126-70.1% |
| Admin fee / account holder | $4,721 | $2,956+59.7% | $3,070+53.8% | $5,651-16.5% |