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 | $45,997 | $65,041-29.3% | $90,965-49.4% | $79,858-42.4% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.0%-22.6pp | 69.6%-23.2pp |
| Annual return | 13.80% | 30.45%-16.6pp | 134.57%-120.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,626 | $2,512-35.3% | $3,373-51.8% | $3,740-56.5% |
| Admin fee / account holder | $1,768 | $4,536-61.0% | $5,960-70.3% | $5,306-66.7% |