Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,665 | $49,657-44.3% | $93,063-70.3% | $67,986-59.3% |
| Participation rate | 26.0% | 49.9%-24.0pp | 72.1%-46.2pp | 57.2%-31.2pp |
| Annual return | 16.25% | 26.27%-10.0pp | 34.15%-17.9pp | 31.67%-15.4pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,804 | $2,484-27.4% | $3,958-54.4% | $3,358-46.3% |
| Admin fee / account holder | $3,607 | $2,843+26.9% | $6,033-40.2% | $3,203+12.6% |