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 | $55,581 | $106,864-48.0% | $147,318-62.3% | $82,637-32.7% |
| Participation rate | 31.9% | 75.5%-43.6pp | 82.1%-50.2pp | 68.1%-36.1pp |
| Annual return | 14.67% | 27.49%-12.8pp | 70.43%-55.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,572 | $6,496-60.4% | $7,906-67.5% | $4,126-37.7% |
| Admin fee / account holder | $30,292 | $8,415+260.0% | $13,708+121.0% | $7,339+312.8% |