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 | $147,556-50.1% | $129,031-42.9% | $198,609-62.9% |
| Participation rate | 63.6% | 77.2%-13.6pp | 73.4%-9.7pp | 82.4%-18.7pp |
| Annual return | 13.89% | 37.41%-23.5pp | 34.67%-20.8pp | 202.70%-188.8pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,460 | $5,760-5.2% | $5,217+4.7% | $6,977-21.7% |
| Admin fee / account holder | $934 | $15,467-94.0% | $13,208-92.9% | $19,030-95.1% |