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 | $67,418 | $91,439-26.3% | $135,974-50.4% | $71,511-5.7% |
| Participation rate | 43.6% | 75.7%-32.1pp | 81.9%-38.4pp | 67.9%-24.4pp |
| Annual return | 18.70% | 29.90%-11.2pp | 68.30%-49.6pp | 28.86%-10.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,287 | $7,093-53.7% | $7,760-57.6% | $4,291-23.4% |
| Admin fee / account holder | $4,673 | $1,267+268.9% | $10,767-56.6% | $1,588+194.2% |