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 | $59,037 | $58,258+1.3% | $81,820-27.8% | $80,925-27.0% |
| Participation rate | 30.5% | 63.5%-33.0pp | 72.4%-41.9pp | 67.7%-37.1pp |
| Annual return | 11.24% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,126 | $3,284-65.7% | $4,323-74.0% | $4,299-73.8% |
| Admin fee / account holder | $11,236 | $4,976+125.8% | $7,391+52.0% | $6,940+61.9% |