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 | $44,016 | $78,015-43.6% | $178,505-75.3% | $80,959-45.6% |
| Participation rate | 44.4% | 65.7%-21.2pp | 77.1%-32.7pp | 67.7%-23.2pp |
| Annual return | 11.97% | 18.10%-6.1pp | 27.16%-15.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,195 | $4,406-27.5% | $6,280-49.1% | $4,300-25.7% |
| Admin fee / account holder | $535 | $7,160-92.5% | $10,428-94.9% | $6,925-92.3% |