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 | $73,555 | $92,219-20.2% | $76,767-4.2% | $135,380-45.7% |
| Participation rate | 45.8% | 79.8%-33.9pp | 77.0%-31.1pp | 82.6%-36.8pp |
| Annual return | 13.03% | 5.46%+7.6pp | 2.43%+10.6pp | 519.81%-506.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,993 | $4,508-55.8% | $3,852-48.2% | $5,609-64.5% |
| Admin fee / account holder | $885 | $10,749-91.8% | $6,675-86.7% | $10,828-91.8% |