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 | $44,446 | $53,774-17.3% | $134,162-66.9% | $79,852-44.3% |
| Participation rate | 62.9% | 58.8%+4.1pp | 72.2%-9.3pp | 69.6%-6.7pp |
| Annual return | 14.53% | 19.01%-4.5pp | 36.35%-21.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,356 | $2,420-2.6% | $3,500-32.7% | $3,740-37.0% |
| Admin fee / account holder | $790 | $3,985-80.2% | $6,685-88.2% | $5,306-85.1% |