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 | $61,797 | $91,120-32.2% | $161,149-61.7% | $64,097-3.6% |
| Participation rate | 64.9% | 62.2%+2.7pp | 78.8%-14.0pp | 55.2%+9.7pp |
| Annual return | 16.14% | 17.95%-1.8pp | 21.16%-5.0pp | 34.64%-18.5pp |
| Employer contribution / active EE | $448 | $2,284-80.4% | $4,360-89.7% | $1,891-76.3% |
| Participant deferral / active EE | $4,789 | $3,708+29.1% | $6,153-22.2% | $3,080+55.5% |
| Admin fee / account holder | $3,584 | $4,535-21.0% | $15,194-76.4% | $3,454+3.7% |