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 | $72,056 | $54,541+32.1% | $78,778-8.5% | $70,126+2.8% |
| Participation rate | 41.9% | 60.8%-18.9pp | 69.2%-27.3pp | 69.5%-27.7pp |
| Annual return | 12.86% | 21.07%-8.2pp | 35.62%-22.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,956 | $2,210-11.5% | $2,958-33.9% | $3,332-41.3% |
| Admin fee / account holder | $2,973 | $3,709-19.8% | $5,134-42.1% | $4,645-36.0% |