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 | $48,905 | $64,359-24.0% | $90,161-45.8% | $70,126-30.3% |
| Participation rate | 64.1% | 70.4%-6.3pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 18.05% | 28.13%-10.1pp | 34.89%-16.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,105 | $4,389-52.0% | $5,287-60.2% | $3,332-36.8% |
| Admin fee / account holder | $4,681 | $3,945+18.6% | $5,943-21.2% | $4,645+0.8% |