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 | $71,378 | $73,787-3.3% | $98,716-27.7% | $82,448-13.4% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.3%-14.5pp | 68.1%-13.3pp |
| Annual return | 21.96% | 18.57%+3.4pp | 31.81%-9.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,089 | $3,081+32.7% | $4,048+1.0% | $4,139-1.2% |
| Admin fee / account holder | $4,240 | $6,500-34.8% | $8,703-51.3% | $7,234-41.4% |