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 | $59,203 | $60,349-1.9% | $74,183-20.2% | $62,891-5.9% |
| Participation rate | 55.4% | 72.7%-17.3pp | 76.6%-21.2pp | 69.3%-13.9pp |
| Annual return | 8.24% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,349 | $2,856-17.7% | $3,550-33.8% | $3,203-26.6% |
| Admin fee / account holder | $3,692 | $4,261-13.4% | $5,586-33.9% | $4,296-14.0% |