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 | $58,201 | $124,980-53.4% | $108,359-46.3% | $154,746-62.4% |
| Participation rate | 61.1% | 75.2%-14.1pp | 70.1%-9.0pp | 80.7%-19.6pp |
| Annual return | 13.82% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,810 | $4,743+1.4% | $4,137+16.3% | $6,730-28.5% |
| Admin fee / account holder | $507 | $11,502-95.6% | $9,741-94.8% | $14,365-96.5% |