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 | $68,273 | $63,346+7.8% | $92,240-26.0% | $70,126-2.6% |
| Participation rate | 45.0% | 68.7%-23.7pp | 76.5%-31.5pp | 69.5%-24.5pp |
| Annual return | 25.09% | 530.19%-505.1pp | 176.29%-151.2pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,297 | $2,854+15.5% | $3,897-15.4% | $3,332-1.1% |
| Admin fee / account holder | $3,689 | $3,841-3.9% | $5,194-29.0% | $4,645-20.6% |