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 | $71,477 | $80,705-11.4% | $115,768-38.3% | $67,986+5.1% |
| Participation rate | 32.2% | 63.0%-30.8pp | 74.4%-42.2pp | 57.2%-25.0pp |
| Annual return | 14.70% | 18.49%-3.8pp | 100.46%-85.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,678 | $3,559-52.9% | $4,917-65.9% | $3,358-50.0% |
| Admin fee / account holder | $10,133 | $4,135+145.0% | $12,439-18.5% | $3,203+216.3% |