Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $77,916 | $78,423-0.6% | $95,964-18.8% | $79,856-2.4% |
| Participation rate | 39.3% | 73.5%-34.2pp | 77.1%-37.8pp | 69.6%-30.4pp |
| Annual return | 12.83% | 19.37%-6.5pp | 91.64%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,735 | $3,440-49.6% | $4,167-58.4% | $3,741-53.6% |
| Admin fee / account holder | $11,989 | $5,622+113.3% | $6,797+76.4% | $5,306+125.9% |