Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,372 | $58,627-0.4% | $76,735-23.9% | $82,448-29.2% |
| Participation rate | 42.6% | 63.2%-20.7pp | 69.5%-26.9pp | 68.1%-25.5pp |
| Annual return | 15.55% | 39.10%-23.6pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,795 | $3,134-10.8% | $4,088-31.6% | $4,139-32.5% |
| Admin fee / account holder | $2,468 | $5,323-53.6% | $7,189-65.7% | $7,234-65.9% |