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 | $27,445 | $110,240-75.1% | $96,544-71.6% | $139,487-80.3% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 12.86% | 26.41%-13.6pp | 25.88%-13.0pp | 373.84%-361.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,400 | $5,549-56.8% | $4,851-50.5% | $6,713-64.3% |
| Admin fee / account holder | $5,621 | $11,602-51.6% | $8,254-31.9% | $11,407-50.7% |