Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,531 | $76,407-77.1% | $150,298-88.3% | $82,448-78.7% |
| Participation rate | 36.5% | 66.4%-29.9pp | 77.8%-41.2pp | 68.1%-31.5pp |
| Annual return | 13.84% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,655 | $3,214-48.5% | $5,453-69.6% | $4,139-60.0% |
| Admin fee / account holder | $2,487 | $6,352-60.8% | $14,116-82.4% | $7,234-65.6% |