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 | $17,579 | $77,920-77.4% | $149,723-88.3% | $75,177-76.6% |
| Participation rate | 30.4% | 65.6%-35.1pp | 78.8%-48.3pp | 67.2%-36.8pp |
| Annual return | 13.85% | 31.72%-17.9pp | 134.50%-120.6pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $992 | $3,411-70.9% | $5,682-82.5% | $4,126-76.0% |
| Admin fee / account holder | $858 | $5,951-85.6% | $13,215-93.5% | $5,651-84.8% |