Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,699 | $76,834-22.3% | $108,359-44.9% | $87,485-31.8% |
| Participation rate | 26.9% | 61.7%-34.8pp | 70.1%-43.2pp | 68.9%-42.0pp |
| Annual return | 18.36% | 19.09%-0.7pp | 36.89%-18.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,515 | $3,100-18.9% | $4,137-39.2% | $4,274-41.1% |
| Admin fee / account holder | $18,598 | $6,537+184.5% | $9,741+90.9% | $7,775+139.2% |