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 | $33,177 | $67,602-50.9% | $82,312-59.7% | $70,126-52.7% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 21.68% | 21.57%+0.1pp | 25.88%-4.2pp | 73.15%-51.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,434 | $2,987+81.9% | $3,706+46.6% | $3,332+63.1% |
| Admin fee / account holder | $5,051 | $4,512+12.0% | $5,608-9.9% | $4,645+8.7% |