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 | $62,821 | $91,198-31.1% | $178,503-64.8% | $79,856-21.3% |
| Participation rate | 9.8% | 69.2%-59.5pp | 81.9%-72.2pp | 69.6%-59.9pp |
| Annual return | 11.96% | 24.20%-12.2pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,226 | $3,237-62.1% | $5,202-76.4% | $3,741-67.2% |
| Admin fee / account holder | $446 | $6,748-93.4% | $13,987-96.8% | $5,306-91.6% |