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 | $35,174 | $39,132-10.1% | $57,196-38.5% | $62,881-44.1% |
| Participation rate | 33.3% | 70.5%-37.1pp | 75.3%-42.0pp | 69.3%-36.0pp |
| Annual return | 6.80% | 9.24%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,366 | $2,374-42.5% | $3,096-55.9% | $3,203-57.4% |
| Admin fee / account holder | $4,525 | $2,594+74.4% | $3,141+44.1% | $4,296+5.3% |