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 | $49,559 | $52,580-5.7% | $71,671-30.9% | $70,126-29.3% |
| Participation rate | 43.5% | 60.9%-17.3pp | 68.7%-25.2pp | 69.5%-26.0pp |
| Annual return | 20.89% | 20.25%+0.6pp | 20.65%+0.2pp | 73.15%-52.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,432 | $2,386-40.0% | $3,438-58.3% | $3,332-57.0% |
| Admin fee / account holder | $1,424 | $3,653-61.0% | $5,558-74.4% | $4,645-69.4% |