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 | $52,952 | $77,962-32.1% | $178,540-70.3% | $80,935-34.6% |
| Participation rate | 38.2% | 65.7%-27.4pp | 77.1%-38.9pp | 67.7%-29.4pp |
| Annual return | 13.83% | 18.10%-4.3pp | 27.15%-13.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,582 | $4,404-18.7% | $6,281-43.0% | $4,299-16.7% |
| Admin fee / account holder | $13,720 | $7,156+91.7% | $10,424+31.6% | $6,924+98.1% |