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 | $85,780 | $97,648-12.2% | $121,663-29.5% | $87,485-1.9% |
| Participation rate | 60.4% | 70.5%-10.1pp | 74.5%-14.1pp | 68.9%-8.5pp |
| Annual return | 14.38% | 18.03%-3.6pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,277 | $3,923-42.0% | $4,887-53.4% | $4,274-46.7% |
| Admin fee / account holder | $1,872 | $11,100-83.1% | $14,289-86.9% | $7,775-75.9% |