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 | $24,947 | $56,894-56.2% | $84,753-70.6% | $62,881-60.3% |
| Participation rate | 52.8% | 68.5%-15.8pp | 76.6%-23.8pp | 69.3%-16.5pp |
| Annual return | 10.14% | 6.30%+3.8pp | 22.78%-12.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,973 | $2,709+83.6% | $3,712+34.0% | $3,203+55.3% |
| Admin fee / account holder | $323 | $3,581-91.0% | $5,333-94.0% | $4,296-92.5% |