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 | $21,557 | $53,774-59.9% | $134,162-83.9% | $79,856-73.0% |
| Participation rate | 38.3% | 58.8%-20.4pp | 72.2%-33.9pp | 69.6%-31.3pp |
| Annual return | 17.56% | 19.01%-1.5pp | 36.35%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,218 | $2,420-49.7% | $3,500-65.2% | $3,741-67.4% |
| Admin fee / account holder | $520 | $3,985-86.9% | $6,685-92.2% | $5,306-90.2% |