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 | $20,022 | $52,279-61.7% | $89,435-77.6% | $79,856-74.9% |
| Participation rate | 67.0% | 57.5%+9.5pp | 68.0%-1.0pp | 69.6%-2.6pp |
| Annual return | 19.03% | 22.16%-3.1pp | 245.55%-226.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,081 | $2,740+12.4% | $3,890-20.8% | $3,741-17.6% |
| Admin fee / account holder | $1,854 | $3,356-44.8% | $4,884-62.0% | $5,306-65.1% |