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 | $52,204 | $50,947+2.5% | $74,551-30.0% | $64,173-18.7% |
| Participation rate | 25.6% | 61.1%-35.4pp | 69.1%-43.5pp | 69.6%-43.9pp |
| Annual return | -4.95% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,244 | $2,302-46.0% | $3,108-60.0% | $3,470-64.2% |
| Admin fee / account holder | $1,437 | $4,221-66.0% | $5,059-71.6% | $4,887-70.6% |