Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,409 | $47,848+47.1% | $81,473-13.6% | $70,126+0.4% |
| Participation rate | 35.8% | 58.3%-22.4pp | 68.0%-32.1pp | 69.5%-33.7pp |
| Annual return | 15.50% | 27.25%-11.7pp | 38.78%-23.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,606 | $2,453-34.5% | $3,537-54.6% | $3,332-51.8% |
| Admin fee / account holder | $15,858 | $3,145+404.3% | $4,561+247.7% | $4,645+241.4% |