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 | $95,760 | $123,155-22.2% | $108,753-11.9% | $155,188-38.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 7.62% | 44.73%-37.1pp | 37.47%-29.9pp | 148.84%-141.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,465 | $4,623-46.7% | $4,115-40.1% | $6,531-62.3% |
| Admin fee / account holder | $49,649 | $12,126+309.4% | $10,320+381.1% | $14,480+242.9% |