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 | $45,687 | $58,493-21.9% | $84,023-45.6% | $72,976-37.4% |
| Participation rate | 46.2% | 61.2%-15.1pp | 69.0%-22.9pp | 69.5%-23.3pp |
| Annual return | 17.10% | 28.93%-11.8pp | 71.32%-54.2pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,235 | $2,394-48.4% | $3,239-61.9% | $3,608-65.8% |
| Admin fee / account holder | $1,588 | $4,569-65.2% | $6,102-74.0% | $5,124-69.0% |