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 | $40,286 | $47,944-16.0% | $67,834-40.6% | $62,881-35.9% |
| Participation rate | 41.0% | 61.1%-20.0pp | 68.8%-27.8pp | 69.3%-28.3pp |
| Annual return | 6.69% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,495 | $2,247-33.4% | $3,160-52.7% | $3,203-53.3% |
| Admin fee / account holder | $7,346 | $3,712+97.9% | $4,622+58.9% | $4,296+71.0% |