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 | $57,081 | $53,774+6.2% | $134,162-57.5% | $79,852-28.5% |
| Participation rate | 33.9% | 58.8%-24.9pp | 72.2%-38.3pp | 69.6%-35.7pp |
| Annual return | 12.30% | 19.01%-6.7pp | 36.35%-24.0pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $905 | $2,420-62.6% | $3,500-74.1% | $3,740-75.8% |
| Admin fee / account holder | $4,155 | $3,985+4.3% | $6,685-37.9% | $5,306-21.7% |