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 | $72,115 | $65,364+10.3% | $92,909-22.4% | $72,975-1.2% |
| Participation rate | 66.0% | 68.3%-2.3pp | 76.0%-10.0pp | 69.5%-3.5pp |
| Annual return | 23.02% | 42.11%-19.1pp | 109.44%-86.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,752 | $3,128-12.0% | $4,238-35.1% | $3,608-23.7% |
| Admin fee / account holder | $779 | $4,251-81.7% | $5,795-86.6% | $5,124-84.8% |