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 | $45,683 | $98,776-53.8% | $149,745-69.5% | $79,856-42.8% |
| Participation rate | 35.2% | 75.8%-40.6pp | 82.5%-47.3pp | 69.6%-34.4pp |
| Annual return | 34.55% | 27.38%+7.2pp | 276.72%-242.2pp | 31.71%+2.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,282 | $5,681-42.2% | $6,843-52.0% | $3,741-12.2% |
| Admin fee / account holder | $3,452 | $6,053-43.0% | $9,312-62.9% | $5,306-35.0% |