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 | $22,791 | $76,551-70.2% | $123,894-81.6% | $62,881-63.8% |
| Participation rate | 34.3% | 73.0%-38.7pp | 81.4%-47.1pp | 69.3%-35.0pp |
| Annual return | 9.37% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,642 | $4,840-24.8% | $5,984-39.1% | $3,203+13.7% |
| Admin fee / account holder | $6,106 | $4,826+26.5% | $8,357-26.9% | $4,296+42.1% |