Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,210 | $114,119-41.1% | $107,187-37.3% | $138,895-51.6% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 79.9%-32.6pp |
| Annual return | 13.53% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,313 | $5,538-40.2% | $5,096-35.0% | $6,396-48.2% |
| Admin fee / account holder | $2,400 | $10,024-76.1% | $9,162-73.8% | $12,562-80.9% |