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 | $68,210 | $104,924-35.0% | $84,623-19.4% | $152,885-55.4% |
| Participation rate | 36.8% | 74.8%-38.0pp | 68.2%-31.4pp | 82.5%-45.6pp |
| Annual return | 11.35% | 373.82%-362.5pp | 258.77%-247.4pp | 345.39%-334.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,931 | $4,689-37.5% | $3,899-24.8% | $5,851-49.9% |
| Admin fee / account holder | $8,936 | $6,242+43.2% | $4,913+81.9% | $11,598-23.0% |