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 | $79,559 | $132,099-39.8% | $115,599-31.2% | $138,895-42.7% |
| Participation rate | 35.7% | 77.9%-42.1pp | 74.3%-38.6pp | 79.9%-44.2pp |
| Annual return | 11.15% | 176.76%-165.6pp | 111.10%-99.9pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,454 | $5,617-56.3% | $4,889-49.8% | $6,396-61.6% |
| Admin fee / account holder | $5,205 | $15,650-66.7% | $12,841-59.5% | $12,562-58.6% |