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 | $14,030 | $60,442-76.8% | $96,754-85.5% | $87,485-84.0% |
| Participation rate | 41.7% | 58.7%-17.0pp | 70.3%-28.6pp | 68.9%-27.3pp |
| Annual return | 19.06% | 21.97%-2.9pp | 82.04%-63.0pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,086 | $3,280-66.9% | $4,758-77.2% | $4,274-74.6% |
| Admin fee / account holder | $1,876 | $5,069-63.0% | $8,905-78.9% | $7,775-75.9% |