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 | $47,840 | $49,255-2.9% | $70,494-32.1% | $79,856-40.1% |
| Participation rate | 27.8% | 69.2%-41.4pp | 75.1%-47.3pp | 69.6%-41.9pp |
| Annual return | 13.86% | 30.10%-16.2pp | 109.16%-95.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,059 | $2,768-25.6% | $3,711-44.5% | $3,741-45.0% |
| Admin fee / account holder | $19,853 | $2,879+589.5% | $3,848+415.9% | $5,306+274.1% |