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 | $80,040 | $153,774-47.9% | $133,981-40.3% | $273,968-70.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 5.60% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,910 | $6,958-15.1% | $6,282-5.9% | $5,287+11.8% |
| Admin fee / account holder | $1,716 | $11,765-85.4% | $9,324-81.6% | $10,132-83.1% |