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 | $43,573 | $50,554-13.8% | $67,681-35.6% | $87,485-50.2% |
| Participation rate | 37.9% | 67.7%-29.8pp | 73.7%-35.8pp | 68.9%-31.0pp |
| Annual return | 15.26% | 17.81%-2.6pp | 590.58%-575.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,943 | $2,961-34.4% | $3,976-51.1% | $4,274-54.5% |
| Admin fee / account holder | $2,067 | $4,132-50.0% | $6,100-66.1% | $7,775-73.4% |