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 | $48,137 | $36,948+30.3% | $73,658-34.6% | $87,485-45.0% |
| Participation rate | 19.7% | 46.8%-27.1pp | 57.0%-37.3pp | 68.9%-49.2pp |
| Annual return | 14.36% | 28.64%-14.3pp | 29.72%-15.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $342 | $1,379-75.2% | $2,062-83.4% | $4,274-92.0% |
| Admin fee / account holder | $9,176 | $2,531+262.6% | $3,357+173.4% | $7,775+18.0% |