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 | $69,351 | $215,361-67.8% | $171,082-59.5% | $273,972-74.7% |
| Participation rate | 29.4% | 82.0%-52.6pp | 76.7%-47.3pp | 83.0%-53.6pp |
| Annual return | 4.56% | 25.14%-20.6pp | 32.56%-28.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,738 | $5,543-68.6% | $4,797-63.8% | $5,287-67.1% |
| Admin fee / account holder | $13,315 | $10,846+22.8% | $8,520+56.3% | $10,133+31.4% |