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 | $33,592 | $55,453-39.4% | $170,435-80.3% | $62,293-46.1% |
| Participation rate | 47.2% | 66.4%-19.1pp | 83.6%-36.4pp | 69.5%-22.3pp |
| Annual return | 15.40% | 21.38%-6.0pp | 205.94%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,048 | $2,303+119.2% | $4,939+2.2% | $3,169+59.3% |
| Admin fee / account holder | $9,502 | $455+1988.1% | $13,881-31.5% | $479+1882.3% |