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 | $49,751 | $46,688+6.6% | $189,758-73.8% | $69,733-28.7% |
| Participation rate | 48.9% | 61.7%-12.8pp | 79.8%-30.9pp | 62.5%-13.5pp |
| Annual return | 11.24% | 14.35%-3.1pp | 52.62%-41.4pp | 15.22%-4.0pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,254 | $2,143-41.5% | $5,856-78.6% | $3,054-59.0% |
| Admin fee / account holder | $20,227 | $1,700+1089.5% | $20,388-0.8% | $3,102+552.1% |