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 | $29,940 | $114,013-73.7% | $103,693-71.1% | $155,188-80.7% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 17.80% | 49.31%-31.5pp | 47.61%-29.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,588 | $4,970+32.6% | $4,579+43.9% | $6,531+0.9% |
| Admin fee / account holder | $6,488 | $8,407-22.8% | $7,858-17.4% | $14,480-55.2% |