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 | $61,613 | $78,707-21.7% | $117,861-47.7% | $70,126-12.1% |
| Participation rate | 48.9% | 73.2%-24.3pp | 79.7%-30.7pp | 69.5%-20.6pp |
| Annual return | 12.76% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,999 | $3,297-9.0% | $4,482-33.1% | $3,332-10.0% |
| Admin fee / account holder | $3,370 | $5,066-33.5% | $8,021-58.0% | $4,645-27.4% |