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 | $62,661 | $101,798-38.4% | $165,071-62.0% | $80,935-22.6% |
| Participation rate | 26.1% | 71.8%-45.7pp | 78.6%-52.5pp | 67.7%-41.6pp |
| Annual return | 13.12% | 16.73%-3.6pp | 70.17%-57.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,193 | $4,476-51.0% | $6,035-63.7% | $4,299-49.0% |
| Admin fee / account holder | $1,551 | $8,221-81.1% | $12,695-87.8% | $6,924-77.6% |