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 | $72,965 | $84,953-14.1% | $163,379-55.3% | $82,637-11.7% |
| Participation rate | 32.1% | 65.9%-33.9pp | 76.8%-44.7pp | 68.1%-36.0pp |
| Annual return | 21.78% | 23.07%-1.3pp | 63.41%-41.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,173 | $4,326-3.5% | $6,282-33.6% | $4,126+1.1% |
| Admin fee / account holder | $5,277 | $7,921-33.4% | $9,818-46.3% | $7,339-28.1% |