Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,332 | $215,361-52.5% | $171,082-40.2% | $273,972-62.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 6.31% | 25.14%-18.8pp | 32.56%-26.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,041 | $5,543-45.1% | $4,797-36.6% | $5,287-42.5% |
| Admin fee / account holder | $1,469 | $10,846-86.5% | $8,520-82.8% | $10,133-85.5% |