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 | $74,489 | $109,359-31.9% | $162,177-54.1% | $72,975+2.1% |
| Participation rate | 56.9% | 84.3%-27.4pp | 87.6%-30.7pp | 69.5%-12.6pp |
| Annual return | 33.13% | 25.46%+7.7pp | 115.60%-82.5pp | 81.01%-47.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,105 | $5,481-6.9% | $7,297-30.0% | $3,608+41.5% |
| Admin fee / account holder | $7,651 | $7,972-4.0% | $10,843-29.4% | $5,124+49.3% |