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 | $63,236 | $166,131-61.9% | $164,975-61.7% | $145,877-56.7% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 10.53% | 100.37%-89.8pp | 70.12%-59.6pp | 551.28%-540.7pp |
| Employer contribution / active EE | $351 | $5,276-93.3% | $4,343-91.9% | $4,663-92.5% |
| Participant deferral / active EE | $2,387 | $6,962-65.7% | $6,033-60.4% | $6,691-64.3% |
| Admin fee / account holder | $839 | $16,648-95.0% | $12,688-93.4% | $13,402-93.7% |