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 | $71,583 | $54,541+31.2% | $78,778-9.1% | $70,126+2.1% |
| Participation rate | 39.0% | 60.8%-21.8pp | 69.2%-30.2pp | 69.5%-30.6pp |
| Annual return | 13.43% | 21.07%-7.6pp | 35.62%-22.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,719 | $2,210-22.2% | $2,958-41.9% | $3,332-48.4% |
| Admin fee / account holder | $1,742 | $3,709-53.0% | $5,134-66.1% | $4,645-62.5% |