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 | $15,806 | $48,078-67.1% | $78,676-79.9% | $62,881-74.9% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 6.29% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,879 | $2,587+11.3% | $3,517-18.1% | $3,203-10.1% |
| Admin fee / account holder | $490 | $3,206-84.7% | $4,510-89.1% | $4,296-88.6% |