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 | $30,363 | $72,012-57.8% | $185,827-83.7% | $79,858-62.0% |
| Participation rate | 56.6% | 65.8%-9.2pp | 78.0%-21.5pp | 69.6%-13.1pp |
| Annual return | 14.22% | 23.12%-8.9pp | 35.96%-21.7pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,769 | $3,779+26.2% | $5,633-15.3% | $3,740+27.5% |
| Admin fee / account holder | $3,900 | $4,513-13.6% | $9,502-59.0% | $5,306-26.5% |