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 | $73,063 | $77,472-5.7% | $100,415-27.2% | $80,959-9.8% |
| Participation rate | 53.2% | 76.9%-23.8pp | 81.5%-28.3pp | 67.7%-14.5pp |
| Annual return | 25.12% | 37.26%-12.1pp | 49.47%-24.4pp | 35.67%-10.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,525 | $6,818-33.6% | $8,091-44.1% | $4,300+5.2% |
| Admin fee / account holder | $1,743 | $5,885-70.4% | $7,906-78.0% | $6,925-74.8% |