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 | $52,512 | $157,829-66.7% | $136,867-61.6% | $198,609-73.6% |
| Participation rate | 26.7% | 77.2%-50.5pp | 74.5%-47.9pp | 82.4%-55.7pp |
| Annual return | 14.94% | 51.25%-36.3pp | 42.97%-28.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,278 | $5,463-40.0% | $4,924-33.4% | $6,977-53.0% |
| Admin fee / account holder | $1,169 | $11,107-89.5% | $10,340-88.7% | $19,030-93.9% |