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 | $57,395 | $57,828-0.7% | $117,039-51.0% | $70,126-18.2% |
| Participation rate | 25.7% | 67.1%-41.4pp | 77.2%-51.5pp | 69.5%-43.8pp |
| Annual return | 16.89% | 17.55%-0.7pp | 18.95%-2.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $398 | $1,816-78.1% | $3,785-89.5% | $2,343-83.0% |
| Participant deferral / active EE | $1,009 | $2,438-58.6% | $3,929-74.3% | $3,332-69.7% |
| Admin fee / account holder | $14,072 | $3,548+296.6% | $5,974+135.6% | $4,645+202.9% |