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 | $30,301 | $54,541-44.4% | $78,778-61.5% | $70,126-56.8% |
| Participation rate | 69.1% | 60.8%+8.3pp | 69.2%-0.1pp | 69.5%-0.4pp |
| Annual return | 17.19% | 21.07%-3.9pp | 35.62%-18.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,876 | $2,210-15.1% | $2,958-36.6% | $3,332-43.7% |
| Admin fee / account holder | $908 | $3,709-75.5% | $5,134-82.3% | $4,645-80.5% |