Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,286 | $54,763-2.7% | $90,324-41.0% | $72,976-27.0% |
| Participation rate | 24.3% | 65.2%-40.8pp | 73.3%-49.0pp | 69.5%-45.2pp |
| Annual return | 23.80% | 30.63%-6.8pp | 78.15%-54.3pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,484 | $2,887-48.6% | $3,885-61.8% | $3,608-58.9% |
| Admin fee / account holder | $12,781 | $3,973+221.7% | $5,356+138.7% | $5,124+149.4% |