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 | $53,790 | $65,367-17.7% | $92,915-42.1% | $72,976-26.3% |
| Participation rate | 59.0% | 68.3%-9.3pp | 76.0%-17.0pp | 69.5%-10.5pp |
| Annual return | 20.44% | 42.11%-21.7pp | 109.45%-89.0pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,861 | $3,128-40.5% | $4,238-56.1% | $3,608-48.4% |
| Admin fee / account holder | $1,937 | $4,251-54.4% | $5,796-66.6% | $5,124-62.2% |