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 | $69,156 | $45,343+52.5% | $150,298-54.0% | $67,986+1.7% |
| Participation rate | 20.4% | 51.9%-31.4pp | 77.8%-57.3pp | 57.2%-36.8pp |
| Annual return | 12.16% | 33.28%-21.1pp | 62.79%-50.6pp | 31.67%-19.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,089 | $2,055-47.0% | $5,453-80.0% | $3,358-67.6% |
| Admin fee / account holder | $18,519 | $2,250+723.1% | $14,116+31.2% | $3,203+478.1% |