Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,640 | $105,960-68.3% | $81,726-58.8% | $158,982-78.8% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.0%-47.0pp | 82.0%-57.0pp |
| Annual return | 13.27% | 38.19%-24.9pp | 29.49%-16.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,327 | $13,011-89.8% | $7,108-81.3% | $5,983-77.8% |
| Admin fee / account holder | $319 | $8,494-96.2% | $5,160-93.8% | $11,252-97.2% |