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 | $25,895 | $67,411-61.6% | $91,004-71.5% | $70,126-63.1% |
| Participation rate | 65.2% | 71.4%-6.1pp | 75.6%-10.4pp | 69.5%-4.3pp |
| Annual return | 16.17% | -40.16%+56.3pp | 4.60%+11.6pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,415 | $2,823+21.0% | $3,548-3.7% | $3,332+2.5% |
| Admin fee / account holder | $561 | $4,236-86.8% | $5,417-89.6% | $4,645-87.9% |