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 | $54,805 | $94,436-42.0% | $115,599-52.6% | $82,637-33.7% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.3%-15.5pp | 68.1%-9.2pp |
| Annual return | 14.92% | 18.37%-3.4pp | 111.10%-96.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,582 | $3,955-34.7% | $4,889-47.2% | $4,126-37.4% |
| Admin fee / account holder | $7,030 | $10,328-31.9% | $12,841-45.3% | $7,339-4.2% |