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 | $36,298 | $99,345-63.5% | $84,753-57.2% | $273,972-86.8% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 11.78% | 22.93%-11.2pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,789 | $4,270-58.1% | $3,712-51.8% | $5,287-66.2% |
| Admin fee / account holder | $2,902 | $6,645-56.3% | $5,333-45.6% | $10,133-71.4% |