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 | $19,715 | $56,894-65.3% | $84,753-76.7% | $62,881-68.6% |
| Participation rate | 45.8% | 68.5%-22.7pp | 76.6%-30.8pp | 69.3%-23.5pp |
| Annual return | 6.22% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,210 | $2,709-18.4% | $3,712-40.5% | $3,203-31.0% |
| Admin fee / account holder | $2,669 | $3,581-25.5% | $5,333-50.0% | $4,296-37.9% |