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 | $52,315 | $48,011+9.0% | $63,803-18.0% | $82,637-36.7% |
| Participation rate | 46.4% | 66.6%-20.1pp | 72.7%-26.3pp | 68.1%-21.6pp |
| Annual return | 15.26% | 19.84%-4.6pp | 543.72%-528.5pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,056 | $2,846-27.8% | $3,843-46.5% | $4,126-50.2% |
| Admin fee / account holder | $8,038 | $3,873+107.5% | $5,196+54.7% | $7,339+9.5% |