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 | $36,276 | $78,707-53.9% | $117,861-69.2% | $70,126-48.3% |
| Participation rate | 52.0% | 73.2%-21.2pp | 79.7%-27.7pp | 69.5%-17.5pp |
| Annual return | 16.81% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,669 | $3,297-49.4% | $4,482-62.8% | $3,332-49.9% |
| Admin fee / account holder | $2,428 | $5,066-52.1% | $8,021-69.7% | $4,645-47.7% |