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 | $78,639 | $80,992-2.9% | $96,534-18.5% | $75,173+4.6% |
| Participation rate | 43.3% | 71.8%-28.5pp | 76.0%-32.7pp | 67.2%-23.9pp |
| Annual return | 18.84% | 27.05%-8.2pp | 25.88%-7.0pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,634 | $3,929-33.0% | $4,851-45.7% | $4,126-36.2% |
| Admin fee / account holder | $1,481 | $6,717-78.0% | $8,253-82.1% | $5,651-73.8% |