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 | $34,711 | $67,411-48.5% | $91,004-61.9% | $70,126-50.5% |
| Participation rate | 57.6% | 71.4%-13.8pp | 75.6%-18.0pp | 69.5%-12.0pp |
| Annual return | 17.60% | -40.16%+57.8pp | 4.60%+13.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,395 | $2,823+20.3% | $3,548-4.3% | $3,332+1.9% |
| Admin fee / account holder | $541 | $4,236-87.2% | $5,417-90.0% | $4,645-88.4% |