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 | $70,819 | $153,311-53.8% | $109,313-35.2% | $273,972-74.2% |
| Participation rate | 46.2% | 80.1%-33.9pp | 71.3%-25.1pp | 83.0%-36.9pp |
| Annual return | 3.75% | 29.86%-26.1pp | 22.07%-18.3pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,321 | $3,932+35.3% | $3,166+68.1% | $5,287+0.6% |
| Admin fee / account holder | $1,946 | $8,076-75.9% | $5,666-65.7% | $10,133-80.8% |