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 | $72,103 | $81,358-11.4% | $155,556-53.6% | $80,959-10.9% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 19.04% | 33.39%-14.3pp | 64.84%-45.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,361 | $3,455-2.7% | $5,631-40.3% | $4,300-21.8% |
| Admin fee / account holder | $3,872 | $7,994-51.6% | $15,885-75.6% | $6,925-44.1% |