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 | $61,784 | $50,947+21.3% | $74,551-17.1% | $64,173-3.7% |
| Participation rate | 50.9% | 61.1%-10.1pp | 69.1%-18.2pp | 69.6%-18.6pp |
| Annual return | 9.82% | -1.85%+11.7pp | 32.53%-22.7pp | 7.63%+2.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,563 | $2,302-32.1% | $3,108-49.7% | $3,470-55.0% |
| Admin fee / account holder | $13,695 | $4,221+224.4% | $5,059+170.7% | $4,887+180.2% |