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 | $26,606 | $104,650-74.6% | $83,854-68.3% | $155,188-82.9% |
| Participation rate | 35.7% | 65.1%-29.4pp | 59.1%-23.4pp | 80.8%-45.1pp |
| Annual return | 14.19% | 28.97%-14.8pp | 31.39%-17.2pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,138 | $2,367-51.9% | $2,035-44.1% | $6,531-82.6% |
| Admin fee / account holder | $576 | $3,518-83.6% | $3,197-82.0% | $14,480-96.0% |