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 | $63,289 | $72,177-12.3% | $115,038-45.0% | $59,633+6.1% |
| Participation rate | 30.8% | 72.6%-41.8pp | 81.4%-50.6pp | 68.7%-37.9pp |
| Annual return | 11.98% | 12.02%0pp | 26.14%-14.2pp | 2041.45%-2029.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,193 | $4,783-54.2% | $6,026-63.6% | $3,192-31.3% |
| Admin fee / account holder | $1,202 | $4,927-75.6% | $8,175-85.3% | $4,297-72.0% |