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 | $70,168 | $73,532-4.6% | $178,505-60.7% | $74,478-5.8% |
| Participation rate | 37.9% | 66.6%-28.7pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 13.41% | 17.49%-4.1pp | 27.16%-13.7pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $14 | $2,221-99.4% | $3,955-99.6% | $2,626-99.5% |
| Participant deferral / active EE | $2,159 | $4,519-52.2% | $6,280-65.6% | $4,350-50.4% |
| Admin fee / account holder | $4,800 | $1,813+164.8% | $10,428-54.0% | $1,946+146.7% |