Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,532 | $58,258+19.4% | $81,820-15.0% | $80,925-14.1% |
| Participation rate | 14.6% | 63.5%-48.9pp | 72.4%-57.8pp | 67.7%-53.1pp |
| Annual return | 18.90% | 41.76%-22.9pp | 777.93%-759.0pp | 35.65%-16.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,042 | $3,284-68.3% | $4,323-75.9% | $4,299-75.8% |
| Admin fee / account holder | $2,245 | $4,976-54.9% | $7,391-69.6% | $6,940-67.6% |