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 | $75,684 | $106,918-29.2% | $84,021-9.9% | $152,897-50.5% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.5%-60.2pp |
| Annual return | 17.56% | 105.01%-87.4pp | 71.32%-53.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,406 | $4,012-40.0% | $3,239-25.7% | $5,851-58.9% |
| Admin fee / account holder | $25,511 | $8,288+207.8% | $6,102+318.1% | $11,599+119.9% |