Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,919 | $92,798-69.9% | $96,707-71.1% | $137,256-79.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 80.4%-47.0pp | 80.0%-46.6pp |
| Annual return | 15.20% | 31.24%-16.0pp | 34.78%-19.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,337 | $5,877-60.2% | $5,997-61.0% | $6,407-63.5% |
| Admin fee / account holder | $8,569 | $7,946+7.8% | $7,503+14.2% | $12,270-30.2% |