Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,125 | $107,666-67.4% | $102,184-65.6% | $154,746-77.3% |
| Participation rate | 68.4% | 83.7%-15.3pp | 82.6%-14.2pp | 80.7%-12.3pp |
| Annual return | 16.54% | 29.33%-12.8pp | 31.58%-15.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,088 | $8,719+27.2% | $8,309+33.4% | $6,730+64.7% |
| Admin fee / account holder | $10,668 | $12,943-17.6% | $11,609-8.1% | $14,365-25.7% |