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 | $27,885 | $106,923-73.9% | $84,023-66.8% | $152,909-81.8% |
| Participation rate | 64.3% | 75.3%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 21.32% | 105.02%-83.7pp | 71.32%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,134 | $4,013-71.7% | $3,239-65.0% | $5,851-80.6% |
| Admin fee / account holder | $924 | $8,289-88.9% | $6,102-84.9% | $11,601-92.0% |