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 | $18,346 | $99,345-81.5% | $84,753-78.4% | $273,972-93.3% |
| Participation rate | 44.4% | 80.7%-36.3pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 6.42% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,028 | $4,270-52.5% | $3,712-45.4% | $5,287-61.6% |
| Admin fee / account holder | $23,946 | $6,645+260.3% | $5,333+349.0% | $10,133+136.3% |