Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,640 | $60,349-7.8% | $74,184-25.0% | $62,881-11.5% |
| Participation rate | 46.4% | 72.7%-26.3pp | 76.6%-30.2pp | 69.3%-22.9pp |
| Annual return | 9.34% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,206 | $2,856+12.2% | $3,550-9.7% | $3,203+0.1% |
| Admin fee / account holder | $18,926 | $4,261+344.2% | $5,586+238.8% | $4,296+340.6% |