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 | $37,095 | $77,472-52.1% | $100,415-63.1% | $80,959-54.2% |
| Participation rate | 68.3% | 76.9%-8.7pp | 81.5%-13.2pp | 67.7%+0.6pp |
| Annual return | 19.92% | 37.26%-17.3pp | 49.47%-29.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,498 | $6,818+68.7% | $8,091+42.1% | $4,300+167.4% |
| Admin fee / account holder | $10,206 | $5,885+73.4% | $7,906+29.1% | $6,925+47.4% |