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 | $55,154 | $76,371-27.8% | $93,621-41.1% | $72,976-24.4% |
| Participation rate | 55.0% | 71.8%-16.8pp | 75.8%-20.8pp | 69.5%-14.5pp |
| Annual return | 16.53% | 25.82%-9.3pp | 32.76%-16.2pp | 81.02%-64.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,172 | $3,538-10.3% | $4,070-22.0% | $3,608-12.1% |
| Admin fee / account holder | $9,589 | $6,839+40.2% | $7,890+21.5% | $5,124+87.1% |