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 | $65,706 | $123,478-46.8% | $216,567-69.7% | $94,015-30.1% |
| Participation rate | 61.4% | 75.1%-13.7pp | 81.6%-20.2pp | 70.8%-9.4pp |
| Annual return | 18.22% | 23.61%-5.4pp | 12.94%+5.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,599 | $4,556-21.0% | $6,191-41.9% | $4,249-15.3% |
| Admin fee / account holder | $1,858 | $12,753-85.4% | $21,981-91.5% | $8,951-79.2% |