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 | $72,249 | $98,776-26.9% | $149,745-51.8% | $79,856-9.5% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 17.70% | 27.38%-9.7pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,573 | $5,681-54.7% | $6,843-62.4% | $3,741-31.2% |
| Admin fee / account holder | $8,527 | $6,053+40.9% | $9,312-8.4% | $5,306+60.7% |