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 | $53,805 | $48,364+11.3% | $71,796-25.1% | $62,881-14.4% |
| Participation rate | 44.6% | 60.6%-16.0pp | 69.1%-24.5pp | 69.3%-24.7pp |
| Annual return | 4.96% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,760 | $2,091-15.9% | $2,794-37.0% | $3,203-45.1% |
| Admin fee / account holder | $9,584 | $3,771+154.1% | $4,815+99.0% | $4,296+123.1% |