Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $73,896 | $141,004-47.6% | $112,273-34.2% | $139,466-47.0% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.98% | 32.75%-16.8pp | 30.23%-14.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,113 | $5,878+55.0% | $4,800+89.9% | $6,712+35.8% |
| Admin fee / account holder | $411 | $9,959-95.9% | $7,752-94.7% | $11,409-96.4% |