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 | $49,532 | $106,247-53.4% | $96,515-48.7% | $139,466-64.5% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.3%-19.3pp | 80.3%-25.3pp |
| Annual return | 13.78% | 38.47%-24.7pp | 35.73%-22.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,747 | $5,456-49.6% | $4,880-43.7% | $6,712-59.1% |
| Admin fee / account holder | $1,053 | $7,885-86.6% | $6,735-84.4% | $11,409-90.8% |