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 | $55,176 | $73,787-25.2% | $98,716-44.1% | $82,448-33.1% |
| Participation rate | 50.8% | 61.4%-10.6pp | 69.3%-18.5pp | 68.1%-17.2pp |
| Annual return | 19.56% | 18.57%+1.0pp | 31.81%-12.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,961 | $3,081-36.4% | $4,048-51.6% | $4,139-52.6% |
| Admin fee / account holder | $1,131 | $6,500-82.6% | $8,703-87.0% | $7,234-84.4% |