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 | $26,759 | $93,346-71.3% | $71,796-62.7% | $273,972-90.2% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 3.18% | 130.39%-127.2pp | 78.04%-74.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,630 | $3,475+33.2% | $2,794+65.7% | $5,287-12.4% |
| Admin fee / account holder | $796 | $6,571-87.9% | $4,815-83.5% | $10,133-92.1% |