Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,609 | $81,276-74.6% | $155,574-86.8% | $80,925-74.5% |
| Participation rate | 42.1% | 66.2%-24.1pp | 78.2%-36.1pp | 67.7%-25.6pp |
| Annual return | 13.59% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,242 | $3,453+22.8% | $5,629-24.6% | $4,299-1.3% |
| Admin fee / account holder | $486 | $7,993-93.9% | $15,914-96.9% | $6,940-93.0% |