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 | $67,587 | $76,551-11.7% | $123,894-45.4% | $62,881+7.5% |
| Participation rate | 31.2% | 73.0%-41.8pp | 81.4%-50.2pp | 69.3%-38.1pp |
| Annual return | 8.21% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,841 | $4,840-20.6% | $5,984-35.8% | $3,203+19.9% |
| Admin fee / account holder | $4,083 | $4,826-15.4% | $8,357-51.1% | $4,296-4.9% |