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 | $55,672 | $70,684-21.2% | $169,390-67.1% | $75,173-25.9% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.2%-17.2pp | 67.2%-7.2pp |
| Annual return | 14.10% | 36.38%-22.3pp | 406.07%-392.0pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,029 | $4,310-29.7% | $6,222-51.3% | $4,126-26.6% |
| Admin fee / account holder | $735 | $5,404-86.4% | $9,015-91.9% | $5,651-87.0% |