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 | $65,546 | $95,404-31.3% | $113,397-42.2% | $82,637-20.7% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.5%-27.7pp | 68.1%-19.2pp |
| Annual return | 13.91% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $224 | $2,307-90.3% | $2,977-92.5% | $2,552-91.2% |
| Participant deferral / active EE | $1,955 | $4,220-53.7% | $5,076-61.5% | $4,126-52.6% |
| Admin fee / account holder | $6,819 | $9,168-25.6% | $11,957-43.0% | $7,339-7.1% |