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 | $56,761 | $81,276-30.2% | $155,574-63.5% | $80,925-29.9% |
| Participation rate | 58.2% | 66.2%-8.0pp | 78.2%-20.0pp | 67.7%-9.4pp |
| Annual return | 14.54% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,201 | $3,453+50.6% | $5,629-7.6% | $4,299+21.0% |
| Admin fee / account holder | $774 | $7,993-90.3% | $15,914-95.1% | $6,940-88.8% |