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 | $43,008 | $65,364-34.2% | $92,909-53.7% | $72,975-41.1% |
| Participation rate | 48.4% | 68.3%-19.9pp | 76.0%-27.6pp | 69.5%-21.1pp |
| Annual return | 20.60% | 42.11%-21.5pp | 109.44%-88.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,382 | $3,128-55.8% | $4,238-67.4% | $3,608-61.7% |
| Admin fee / account holder | $3,381 | $4,251-20.5% | $5,795-41.7% | $5,124-34.0% |