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 | $21,323 | $77,908-72.6% | $149,696-85.8% | $75,173-71.6% |
| Participation rate | 34.1% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.1pp |
| Annual return | 17.75% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,816 | $3,411-46.8% | $5,682-68.0% | $4,126-56.0% |
| Admin fee / account holder | $836 | $5,950-85.9% | $13,212-93.7% | $5,651-85.2% |