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 | $58,842 | $63,082-6.7% | $81,716-28.0% | $79,852-26.3% |
| Participation rate | 47.2% | 67.5%-20.3pp | 72.0%-24.8pp | 69.6%-22.4pp |
| Annual return | 14.58% | 22.66%-8.1pp | 29.49%-14.9pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,085 | $2,780-61.0% | $7,108-84.7% | $3,740-71.0% |
| Admin fee / account holder | $5,390 | $4,428+21.7% | $5,159+4.5% | $5,306+1.6% |