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 | $35,100 | $81,262-56.8% | $155,602-77.4% | $80,911-56.6% |
| Participation rate | 19.2% | 66.2%-47.0pp | 78.2%-59.0pp | 67.6%-48.4pp |
| Annual return | 17.43% | 33.34%-15.9pp | 64.81%-47.4pp | 35.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,463 | $3,451-28.6% | $5,629-56.2% | $4,297-42.7% |
| Admin fee / account holder | $840 | $7,992-89.5% | $15,923-94.7% | $6,935-87.9% |