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 | $52,107 | $62,672-16.9% | $185,117-71.9% | $70,126-25.7% |
| Participation rate | 24.4% | 63.8%-39.4pp | 77.3%-52.9pp | 69.5%-45.2pp |
| Annual return | 14.68% | 40.79%-26.1pp | 40.50%-25.8pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,126 | $3,272-35.0% | $5,045-57.9% | $3,332-36.2% |
| Admin fee / account holder | $4,220 | $3,932+7.3% | $8,159-48.3% | $4,645-9.2% |