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 | $69,227 | $76,371-9.4% | $93,621-26.1% | $72,976-5.1% |
| Participation rate | 29.6% | 71.8%-42.1pp | 75.8%-46.2pp | 69.5%-39.9pp |
| Annual return | 23.11% | 25.82%-2.7pp | 32.76%-9.7pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,603 | $3,538-54.7% | $4,070-60.6% | $3,608-55.6% |
| Admin fee / account holder | $1,024 | $6,839-85.0% | $7,890-87.0% | $5,124-80.0% |