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 | $50,397 | $71,197-29.2% | $93,669-46.2% | $80,925-37.7% |
| Participation rate | 49.2% | 60.4%-11.2pp | 68.7%-19.5pp | 67.7%-18.5pp |
| Annual return | 11.64% | 11.27%+0.4pp | 133.59%-122.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,005 | $4,036-25.5% | $4,416-31.9% | $4,299-30.1% |
| Admin fee / account holder | $10,958 | $6,959+57.5% | $8,291+32.2% | $6,940+57.9% |