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 | $33,029 | $77,814-57.6% | $158,223-79.1% | $86,983-62.0% |
| Participation rate | 59.3% | 68.4%-9.2pp | 79.2%-19.9pp | 69.5%-10.3pp |
| Annual return | 14.27% | 30.54%-16.3pp | 52.09%-37.8pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,567 | $3,270-52.1% | $5,467-71.3% | $4,194-62.6% |
| Admin fee / account holder | $2,420 | $5,879-58.8% | $16,047-84.9% | $7,856-69.2% |