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 | $53,923 | $48,078+12.2% | $78,676-31.5% | $62,881-14.2% |
| Participation rate | 17.1% | 65.2%-48.1pp | 73.6%-56.5pp | 69.3%-52.2pp |
| Annual return | 12.46% | 31.36%-18.9pp | 62.19%-49.7pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,458 | $2,587-43.7% | $3,517-58.5% | $3,203-54.5% |
| Admin fee / account holder | $2,683 | $3,206-16.3% | $4,510-40.5% | $4,296-37.5% |