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 | $63,534 | $58,264+9.0% | $86,617-26.6% | $71,495-11.1% |
| Participation rate | 14.6% | 65.0%-50.4pp | 71.7%-57.1pp | 67.9%-53.4pp |
| Annual return | 16.60% | 21.63%-5.0pp | 591.91%-575.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $373 | $2,574-85.5% | $3,023-87.7% | $2,589-85.6% |
| Participant deferral / active EE | $969 | $3,436-71.8% | $4,437-78.2% | $4,291-77.4% |
| Admin fee / account holder | $432 | $1,057-59.1% | $5,613-92.3% | $1,588-72.8% |