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 | $85,489 | $142,354-39.9% | $125,529-31.9% | $155,188-44.9% |
| Participation rate | 42.1% | 78.1%-36.0pp | 74.7%-32.6pp | 80.8%-38.7pp |
| Annual return | 21.35% | 306.06%-284.7pp | 202.56%-181.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,919 | $5,491-46.8% | $4,813-39.4% | $6,531-55.3% |
| Admin fee / account holder | $1,279 | $19,392-93.4% | $16,298-92.2% | $14,480-91.2% |