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 | $64,964 | $54,541+19.1% | $78,778-17.5% | $70,124-7.4% |
| Participation rate | 30.8% | 60.8%-30.0pp | 69.2%-38.4pp | 69.5%-38.8pp |
| Annual return | 19.44% | 21.07%-1.6pp | 35.62%-16.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,014 | $2,210-54.1% | $2,958-65.7% | $3,332-69.6% |
| Admin fee / account holder | $39,358 | $3,709+961.3% | $5,134+666.6% | $4,645+747.3% |