Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $70,206 | $86,949-19.3% | $102,460-31.5% | $80,959-13.3% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.7%-47.7pp |
| Annual return | 11.59% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,866 | $4,121-54.7% | $5,056-63.1% | $4,300-56.6% |
| Admin fee / account holder | $1,084 | $8,048-86.5% | $9,460-88.5% | $6,925-84.3% |