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 | $24,947 | $90,486-72.4% | $78,676-68.3% | $273,972-90.9% |
| Participation rate | 52.2% | 76.5%-24.3pp | 73.6%-21.4pp | 83.0%-30.8pp |
| Annual return | 13.67% | 75.62%-61.9pp | 62.19%-48.5pp | 41.46%-27.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,166 | $3,901-44.5% | $3,517-38.4% | $5,287-59.0% |
| Admin fee / account holder | $1,022 | $5,263-80.6% | $4,510-77.4% | $10,133-89.9% |