Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,873 | $71,208-18.7% | $93,681-38.2% | $80,911-28.5% |
| Participation rate | 13.5% | 60.4%-46.9pp | 68.7%-55.2pp | 67.6%-54.1pp |
| Annual return | 13.38% | 11.27%+2.1pp | 133.47%-120.1pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,177 | $4,035-46.0% | $4,415-50.7% | $4,297-49.3% |
| Admin fee / account holder | $22,595 | $6,951+225.1% | $8,290+172.6% | $6,935+225.8% |