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 | $11,118 | $97,125-88.6% | $86,233-87.1% | $137,256-91.9% |
| Participation rate | 26.7% | 74.2%-47.5pp | 69.0%-42.4pp | 80.0%-53.3pp |
| Annual return | 13.30% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,286 | $5,180-75.2% | $4,559-71.8% | $6,407-79.9% |
| Admin fee / account holder | $4,822 | $9,725-50.4% | $8,342-42.2% | $12,270-60.7% |