Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,332 | $78,670-61.4% | $109,173-72.2% | $85,847-64.7% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 25.89% | 25.09%+0.8pp | 25.75%+0.1pp | 318.61%-292.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,898 | $3,467+12.4% | $4,654-16.2% | $3,952-1.4% |
| Admin fee / account holder | $465 | $5,469-91.5% | $6,755-93.1% | $6,261-92.6% |