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 | $63,428 | $64,010-0.9% | $108,359-41.5% | $64,340-1.4% |
| Participation rate | 58.2% | 49.4%+8.8pp | 70.1%-11.9pp | 55.2%+2.9pp |
| Annual return | 15.74% | 19.74%-4.0pp | 36.89%-21.2pp | 24.14%-8.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,762 | $2,395+57.0% | $4,137-9.1% | $2,980+26.2% |
| Admin fee / account holder | $5,754 | $4,885+17.8% | $9,741-40.9% | $3,703+55.4% |