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 | $65,044 | $86,940-25.2% | $102,434-36.5% | $80,935-19.6% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | 12.11% | 18.89%-6.8pp | 29.46%-17.3pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,742 | $4,121+87.9% | $5,055+53.2% | $4,299+80.1% |
| Admin fee / account holder | $1,594 | $8,047-80.2% | $9,462-83.2% | $6,924-77.0% |