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 | $11,014 | $111,814-90.2% | $103,378-89.3% | $145,978-92.5% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.0pp |
| Annual return | 31.20% | 24.80%+6.4pp | 24.91%+6.3pp | 550.52%-519.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,851 | $5,618-49.3% | $5,058-43.6% | $6,690-57.4% |
| Admin fee / account holder | $4,921 | $9,764-49.6% | $8,401-41.4% | $13,400-63.3% |