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 | $20,283 | $81,358-75.1% | $155,556-87.0% | $80,959-74.9% |
| Participation rate | 52.0% | 66.3%-14.3pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 11.08% | 33.39%-22.3pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,198 | $3,455-65.3% | $5,631-78.7% | $4,300-72.1% |
| Admin fee / account holder | $1,532 | $7,994-80.8% | $15,885-90.4% | $6,925-77.9% |