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 | $73,215 | $81,276-9.9% | $155,574-52.9% | $80,925-9.5% |
| Participation rate | 19.6% | 66.2%-46.6pp | 78.2%-58.6pp | 67.7%-48.0pp |
| Annual return | 12.10% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $315 | $3,103-89.9% | $4,676-93.3% | $2,756-88.6% |
| Participant deferral / active EE | $1,482 | $3,453-57.1% | $5,629-73.7% | $4,299-65.5% |
| Admin fee / account holder | $621 | $7,993-92.2% | $15,914-96.1% | $6,940-91.1% |