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 | $32,240 | $77,638-58.5% | $156,551-79.4% | $62,881-48.7% |
| Participation rate | 51.9% | 71.2%-19.3pp | 84.0%-32.2pp | 69.3%-17.5pp |
| Annual return | 5.18% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,853 | $3,046-39.2% | $4,871-62.0% | $3,203-42.1% |
| Admin fee / account holder | $915 | $5,561-83.5% | $13,028-93.0% | $4,296-78.7% |