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 | $49,511 | $52,580-5.8% | $71,671-30.9% | $70,126-29.4% |
| Participation rate | 56.4% | 60.9%-4.5pp | 68.7%-12.4pp | 69.5%-13.2pp |
| Annual return | 73.51% | 20.25%+53.3pp | 20.65%+52.9pp | 73.15%+0.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,194 | $2,386+33.9% | $3,438-7.1% | $3,332-4.1% |
| Admin fee / account holder | $1,236 | $3,653-66.2% | $5,558-77.8% | $4,645-73.4% |