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 | $76,339 | $77,164-1.1% | $178,014-57.1% | $80,874-5.6% |
| Participation rate | 28.6% | 65.7%-37.1pp | 77.1%-48.5pp | 67.6%-39.1pp |
| Annual return | 12.04% | 18.09%-6.1pp | 294.80%-282.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,549 | $4,408-42.2% | $6,276-59.4% | $4,297-40.7% |
| Admin fee / account holder | $18,622 | $7,164+159.9% | $10,362+79.7% | $6,935+168.5% |