Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,736 | $65,246-17.6% | $98,716-45.6% | $67,986-21.0% |
| Participation rate | 51.8% | 51.4%+0.4pp | 69.3%-17.5pp | 57.2%-5.4pp |
| Annual return | 14.88% | 20.58%-5.7pp | 31.81%-16.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,022 | $2,594+16.5% | $4,048-25.3% | $3,358-10.0% |
| Admin fee / account holder | $3,359 | $4,561-26.4% | $8,703-61.4% | $3,203+4.9% |