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 | $70,080 | $45,343+54.6% | $150,298-53.4% | $67,986+3.1% |
| Participation rate | 8.7% | 51.9%-43.2pp | 77.8%-69.1pp | 57.2%-48.6pp |
| Annual return | 13.14% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $660 | $2,055-67.9% | $5,453-87.9% | $3,358-80.3% |
| Admin fee / account holder | $1,517 | $2,250-32.6% | $14,116-89.3% | $3,203-52.6% |