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 | $72,303 | $102,609-29.5% | $98,090-26.3% | $138,895-47.9% |
| Participation rate | 47.6% | 82.8%-35.2pp | 81.5%-33.9pp | 79.9%-32.3pp |
| Annual return | 13.49% | 36.44%-23.0pp | 37.05%-23.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,977 | $8,167-63.6% | $7,845-62.1% | $6,396-53.5% |
| Admin fee / account holder | $5,587 | $11,434-51.1% | $11,815-52.7% | $12,562-55.5% |