Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,304 | $58,057-46.1% | $97,032-67.7% | $86,983-64.0% |
| Participation rate | 11.9% | 60.4%-48.5pp | 71.6%-59.7pp | 69.5%-57.7pp |
| Annual return | 14.24% | 22.26%-8.0pp | 35.38%-21.1pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $824 | $3,244-74.6% | $4,672-82.4% | $4,194-80.4% |
| Admin fee / account holder | $7,704 | $4,839+59.2% | $9,418-18.2% | $7,856-1.9% |