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 | $17,239 | $90,486-80.9% | $78,676-78.1% | $273,972-93.7% |
| Participation rate | 23.5% | 76.5%-53.0pp | 73.6%-50.0pp | 83.0%-59.5pp |
| Annual return | 4.80% | 75.62%-70.8pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,395 | $3,901-64.2% | $3,517-60.3% | $5,287-73.6% |
| Admin fee / account holder | $8,390 | $5,263+59.4% | $4,510+86.0% | $10,133-17.2% |