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 | $45,157 | $55,457-18.6% | $77,361-41.6% | $94,015-52.0% |
| Participation rate | 41.1% | 69.8%-28.8pp | 75.0%-33.9pp | 70.8%-29.7pp |
| Annual return | 11.78% | 15.57%-3.8pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,767 | $3,069+22.7% | $3,911-3.7% | $4,249-11.4% |
| Admin fee / account holder | $8,661 | $4,334+99.8% | $5,894+47.0% | $8,951-3.2% |