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 | $67,797 | $81,331-16.6% | $155,534-56.4% | $80,935-16.2% |
| Participation rate | 45.9% | 66.3%-20.3pp | 78.2%-32.3pp | 67.7%-21.7pp |
| Annual return | 14.44% | 33.37%-18.9pp | 64.92%-50.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,441 | $3,454-29.3% | $5,630-56.6% | $4,299-43.2% |
| Admin fee / account holder | $4,695 | $7,999-41.3% | $15,900-70.5% | $6,924-32.2% |