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 | $49,978 | $67,411-25.9% | $91,004-45.1% | $70,126-28.7% |
| Participation rate | 60.9% | 71.4%-10.5pp | 75.6%-14.7pp | 69.5%-8.7pp |
| Annual return | 14.18% | -40.16%+54.3pp | 4.60%+9.6pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,276 | $2,823-19.4% | $3,548-35.8% | $3,332-31.7% |
| Admin fee / account holder | $12,766 | $4,236+201.4% | $5,417+135.7% | $4,645+174.8% |