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 | $54,368 | $54,541-0.3% | $78,778-31.0% | $70,126-22.5% |
| Participation rate | 47.3% | 60.8%-13.5pp | 69.2%-21.9pp | 69.5%-22.2pp |
| Annual return | 23.26% | 21.07%+2.2pp | 35.62%-12.4pp | 73.15%-49.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,035 | $2,210-7.9% | $2,958-31.2% | $3,332-38.9% |
| Admin fee / account holder | $8,370 | $3,709+125.7% | $5,134+63.0% | $4,645+80.2% |