Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,971 | $70,486-60.3% | $100,528-72.2% | $79,852-65.0% |
| Participation rate | 27.3% | 73.6%-46.4pp | 79.4%-52.1pp | 69.6%-42.4pp |
| Annual return | 48.75% | 21.90%+26.9pp | 30.90%+17.9pp | 31.72%+17.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,309 | $5,182-16.8% | $6,271-31.3% | $3,740+15.2% |
| Admin fee / account holder | $974 | $4,480-78.3% | $8,084-87.9% | $5,306-81.6% |