Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,052 | $124,980-74.4% | $108,359-70.4% | $154,746-79.3% |
| Participation rate | 68.8% | 75.2%-6.4pp | 70.1%-1.4pp | 80.7%-12.0pp |
| Annual return | 21.75% | 45.00%-23.3pp | 36.89%-15.1pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,796 | $4,743+43.3% | $4,137+64.3% | $6,730+1.0% |
| Admin fee / account holder | $303 | $11,502-97.4% | $9,741-96.9% | $14,365-97.9% |