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 | $35,196 | $106,524-67.0% | $152,301-76.9% | $87,485-59.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 18.03% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,142 | $6,525-21.2% | $8,004-35.8% | $4,274+20.3% |
| Admin fee / account holder | $3,556 | $8,287-57.1% | $14,398-75.3% | $7,775-54.3% |