Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,365 | $81,331-63.9% | $155,534-81.1% | $80,935-63.7% |
| Participation rate | 34.3% | 66.3%-32.0pp | 78.2%-43.9pp | 67.7%-33.4pp |
| Annual return | 18.22% | 33.37%-15.2pp | 64.92%-46.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $3 | $3,105-99.9% | $4,675-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $3,703 | $3,454+7.2% | $5,630-34.2% | $4,299-13.9% |
| Admin fee / account holder | $4,941 | $7,999-38.2% | $15,900-68.9% | $6,924-28.6% |