Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,127 | $48,053+41.8% | $84,628-19.5% | $72,975-6.6% |
| Participation rate | 23.9% | 57.6%-33.7pp | 68.2%-44.3pp | 69.5%-45.6pp |
| Annual return | 19.06% | 37.39%-18.3pp | 258.80%-239.7pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,196 | $2,681-55.4% | $3,900-69.3% | $3,608-66.9% |
| Admin fee / account holder | $6,020 | $3,395+77.3% | $4,914+22.5% | $5,124+17.5% |