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 | $42,225 | $77,920-45.8% | $149,723-71.8% | $75,177-43.8% |
| Participation rate | 32.8% | 65.6%-32.8pp | 78.8%-46.0pp | 67.2%-34.4pp |
| Annual return | 14.02% | 31.72%-17.7pp | 134.50%-120.5pp | 160.75%-146.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,527 | $3,411+3.4% | $5,682-37.9% | $4,126-14.5% |
| Admin fee / account holder | $5,044 | $5,951-15.2% | $13,215-61.8% | $5,651-10.8% |