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 | $31,520 | $44,746-29.6% | $88,179-64.3% | $64,097-50.8% |
| Participation rate | 19.2% | 39.8%-20.6pp | 69.1%-49.9pp | 55.2%-35.9pp |
| Annual return | 14.07% | 24.70%-10.6pp | 64.97%-50.9pp | 34.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,113 | $2,072-46.3% | $4,614-75.9% | $3,080-63.9% |
| Admin fee / account holder | $26,957 | $3,437+684.3% | $7,673+251.3% | $3,454+680.4% |