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 | $28,084 | $58,851-52.3% | $115,170-75.6% | $72,983-61.5% |
| Participation rate | 38.1% | 65.5%-27.5pp | 75.9%-37.8pp | 69.5%-31.4pp |
| Annual return | 18.21% | 23.16%-5.0pp | 35.60%-17.4pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,970 | $2,643-25.5% | $4,169-52.7% | $3,608-45.4% |
| Admin fee / account holder | $4,894 | $6,370-23.2% | $7,089-31.0% | $5,124-4.5% |