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 | $36,637 | $70,418-48.0% | $96,570-62.1% | $85,847-57.3% |
| Participation rate | 37.0% | 61.8%-24.8pp | 69.8%-32.8pp | 69.3%-32.3pp |
| Annual return | 12.10% | 18.59%-6.5pp | 37.79%-25.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,388 | $2,894-52.0% | $3,849-63.9% | $3,952-64.9% |
| Admin fee / account holder | $971 | $4,995-80.6% | $6,182-84.3% | $6,261-84.5% |