Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,399 | $146,267-53.2% | $197,124-65.3% | $82,448-17.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 86.7%-24.8pp | 68.1%-6.2pp |
| Annual return | 32.08% | 29.61%+2.5pp | 44.34%-12.3pp | 41.64%-9.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,319 | $7,035+60.9% | $9,135+23.9% | $4,139+173.5% |
| Admin fee / account holder | $648 | $14,422-95.5% | $16,298-96.0% | $7,234-91.0% |