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 | $48,827 | $84,236-42.0% | $170,435-71.4% | $70,126-30.4% |
| Participation rate | 62.8% | 70.8%-8.0pp | 83.6%-20.8pp | 69.5%-6.7pp |
| Annual return | 18.79% | 23.06%-4.3pp | 205.94%-187.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,933 | $3,086+27.4% | $4,939-20.4% | $3,332+18.0% |
| Admin fee / account holder | $4,842 | $5,698-15.0% | $13,881-65.1% | $4,645+4.2% |