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 | $43,839 | $72,012-39.1% | $185,827-76.4% | $79,858-45.1% |
| Participation rate | 53.3% | 65.8%-12.4pp | 78.0%-24.7pp | 69.6%-16.3pp |
| Annual return | 13.58% | 23.12%-9.5pp | 35.96%-22.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,492 | $3,779-60.5% | $5,633-73.5% | $3,740-60.1% |
| Admin fee / account holder | $7,221 | $4,513+60.0% | $9,502-24.0% | $5,306+36.1% |