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 | $28,962 | $55,930-48.2% | $76,089-61.9% | $80,925-64.2% |
| Participation rate | 39.3% | 62.1%-22.7pp | 69.1%-29.7pp | 67.7%-28.3pp |
| Annual return | 17.30% | 20.58%-3.3pp | 360.94%-343.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | -$0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,377 | $3,051-54.9% | $4,259-67.7% | $4,299-68.0% |
| Admin fee / account holder | $1,193 | $5,241-77.2% | $6,418-81.4% | $6,940-82.8% |