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 | $65,857 | $79,961-17.6% | $98,462-33.1% | $75,177-12.4% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.2%-10.9pp | 67.2%-2.9pp |
| Annual return | 15.59% | 19.75%-4.2pp | 21.17%-5.6pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,011 | $3,753-19.8% | $4,738-36.5% | $4,126-27.0% |
| Admin fee / account holder | $4,617 | $6,842-32.5% | $8,875-48.0% | $5,651-18.3% |