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 | $50,039 | $77,638-35.5% | $156,551-68.0% | $62,881-20.4% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 5.97% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,228 | $3,046+6.0% | $4,871-33.7% | $3,203+0.8% |
| Admin fee / account holder | $8,687 | $5,561+56.2% | $13,028-33.3% | $4,296+102.2% |