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 | $67,844 | $102,422-33.8% | $147,117-53.9% | $80,959-16.2% |
| Participation rate | 49.4% | 75.9%-26.5pp | 82.2%-32.8pp | 67.7%-18.3pp |
| Annual return | 22.30% | 135.16%-112.9pp | 420.54%-398.2pp | 35.67%-13.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,025 | $6,652-24.5% | $8,065-37.7% | $4,300+16.8% |
| Admin fee / account holder | $4,365 | $7,953-45.1% | $12,993-66.4% | $6,925-37.0% |