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 | $68,979 | $74,535-7.5% | $100,712-31.5% | $82,637-16.5% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 14.43% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,550 | $3,074+15.5% | $4,085-13.1% | $4,126-14.0% |
| Admin fee / account holder | $667 | $6,576-89.9% | $9,256-92.8% | $7,339-90.9% |