Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,916 | $72,607-12.0% | $90,259-29.2% | $87,485-26.9% |
| Participation rate | 51.5% | 64.8%-13.3pp | 70.7%-19.2pp | 68.9%-17.4pp |
| Annual return | 12.94% | 18.59%-5.6pp | 18.88%-5.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,615 | $3,055+51.1% | $3,827+20.6% | $4,274+8.0% |
| Admin fee / account holder | $939 | $5,947-84.2% | $7,267-87.1% | $7,775-87.9% |