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 | $64,351 | $81,504-21.0% | $102,437-37.2% | $80,959-20.5% |
| Participation rate | 28.0% | 66.9%-38.9pp | 74.5%-46.5pp | 67.7%-39.7pp |
| Annual return | 10.79% | 25.60%-14.8pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,770 | $3,871-54.3% | $5,060-65.0% | $4,300-58.8% |
| Admin fee / account holder | $741 | $6,719-89.0% | $8,388-91.2% | $6,925-89.3% |