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 | $61,095 | $95,904-36.3% | $173,730-64.8% | $64,340-5.0% |
| Participation rate | 52.4% | 60.6%-8.2pp | 79.6%-27.2pp | 55.2%-2.9pp |
| Annual return | 16.38% | 17.47%-1.1pp | 19.96%-3.6pp | 24.14%-7.8pp |
| Employer contribution / active EE | $165 | $2,323-92.9% | $4,577-96.4% | $1,862-91.1% |
| Participant deferral / active EE | $1,769 | $3,488-49.3% | $6,326-72.0% | $2,980-40.6% |
| Admin fee / account holder | $12,760 | $5,089+150.7% | $17,523-27.2% | $3,703+244.6% |