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 | $56,471 | $63,346-10.9% | $92,240-38.8% | $70,126-19.5% |
| Participation rate | 54.5% | 68.7%-14.1pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 14.52% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,351 | $2,854-17.6% | $3,897-39.7% | $3,332-29.4% |
| Admin fee / account holder | $1,676 | $3,841-56.4% | $5,194-67.7% | $4,645-63.9% |