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 | $21,392 | $48,118-55.5% | $136,833-84.4% | $94,015-77.2% |
| Participation rate | 11.5% | 47.4%-35.8pp | 59.0%-47.5pp | 70.8%-59.3pp |
| Annual return | 17.24% | 14.65%+2.6pp | 35.32%-18.1pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $486 | $1,651-70.6% | $2,441-80.1% | $4,249-88.6% |
| Admin fee / account holder | $14,403 | $3,059+370.8% | $4,706+206.1% | $8,951+60.9% |