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 | $50,977 | $87,733-41.9% | $106,555-52.2% | $85,847-40.6% |
| Participation rate | 52.0% | 71.9%-19.9pp | 76.1%-24.1pp | 69.3%-17.3pp |
| Annual return | 33.25% | 21.86%+11.4pp | 26.80%+6.4pp | 318.61%-285.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,003 | $3,469-42.3% | $4,399-54.5% | $3,952-49.3% |
| Admin fee / account holder | $1,550 | $6,767-77.1% | $7,408-79.1% | $6,261-75.2% |