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 | $66,483 | $102,638-35.2% | $81,991-18.9% | $158,966-58.2% |
| Participation rate | 29.2% | 75.5%-46.4pp | 69.3%-40.1pp | 82.0%-52.8pp |
| Annual return | 7.03% | 61.05%-54.0pp | 41.31%-34.3pp | 302.95%-295.9pp |
| Employer contribution / active EE | $401 | $3,241-87.6% | $2,498-84.0% | $4,762-91.6% |
| Participant deferral / active EE | $3,832 | $4,649-17.6% | $3,722+3.0% | $5,983-35.9% |
| Admin fee / account holder | $2,162 | $8,237-73.8% | $5,665-61.8% | $11,250-80.8% |