Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,138 | $51,642+33.9% | $129,384-46.6% | $80,935-14.6% |
| Participation rate | 54.7% | 56.9%-2.2pp | 69.6%-14.9pp | 67.7%-12.9pp |
| Annual return | 13.80% | 20.78%-7.0pp | 9461.77%-9448.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,253 | $2,670+134.2% | $4,166+50.1% | $4,299+45.4% |
| Admin fee / account holder | $3,545 | $4,312-17.8% | $7,686-53.9% | $6,924-48.8% |