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 | $71,057-29.1% | $93,654-46.2% | $80,874-37.7% |
| Participation rate | 49.2% | 60.4%-11.2pp | 68.7%-19.5pp | 67.6%-18.4pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.34%-121.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,005 | $4,034-25.5% | $4,413-31.9% | $4,297-30.1% |
| Admin fee / account holder | $10,958 | $6,944+57.8% | $8,282+32.3% | $6,935+58.0% |