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 | $20,059 | $92,219-78.2% | $76,768-73.9% | $135,379-85.2% |
| Participation rate | 40.9% | 79.8%-38.9pp | 77.0%-36.1pp | 82.6%-41.7pp |
| Annual return | 5.89% | 5.46%+0.4pp | 2.43%+3.5pp | 519.79%-513.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,192 | $4,508-51.4% | $3,852-43.1% | $5,609-60.9% |
| Admin fee / account holder | $2,849 | $10,749-73.5% | $6,675-57.3% | $10,828-73.7% |