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 | $73,683 | $108,882-32.3% | $96,754-23.8% | $154,746-52.4% |
| Participation rate | 63.6% | 75.1%-11.4pp | 70.3%-6.6pp | 80.7%-17.1pp |
| Annual return | 13.89% | 98.39%-84.5pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,460 | $5,323+2.6% | $4,758+14.8% | $6,730-18.9% |
| Admin fee / account holder | $934 | $10,200-90.8% | $8,905-89.5% | $14,365-93.5% |