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 | $35,494 | $48,364-26.6% | $71,796-50.6% | $62,881-43.6% |
| Participation rate | 32.4% | 60.6%-28.2pp | 69.1%-36.7pp | 69.3%-36.9pp |
| Annual return | 9.08% | 13.16%-4.1pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,160 | $2,091-44.5% | $2,794-58.5% | $3,203-63.8% |
| Admin fee / account holder | $426 | $3,771-88.7% | $4,815-91.1% | $4,296-90.1% |