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 | $38,129 | $65,027-41.4% | $90,970-58.1% | $79,852-52.2% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.0%-12.1pp | 69.6%-12.7pp |
| Annual return | 12.28% | 30.45%-18.2pp | 134.58%-122.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,359 | $2,512+33.7% | $3,373-0.4% | $3,740-10.2% |
| Admin fee / account holder | $6,439 | $4,535+42.0% | $5,960+8.0% | $5,306+21.3% |