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 | $41,192 | $58,493-29.6% | $84,023-51.0% | $72,976-43.6% |
| Participation rate | 51.6% | 61.2%-9.7pp | 69.0%-17.5pp | 69.5%-17.9pp |
| Annual return | 19.30% | 28.93%-9.6pp | 71.32%-52.0pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,865 | $2,394-22.1% | $3,239-42.4% | $3,608-48.3% |
| Admin fee / account holder | $377 | $4,569-91.7% | $6,102-93.8% | $5,124-92.6% |