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 | $77,974 | $86,940-10.3% | $102,434-23.9% | $80,935-3.7% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.4pp | 67.7%-10.5pp |
| Annual return | 11.47% | 18.89%-7.4pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,258 | $4,121-20.9% | $5,055-35.5% | $4,299-24.2% |
| Admin fee / account holder | $334 | $8,047-95.9% | $9,462-96.5% | $6,924-95.2% |