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 | $73,911 | $140,592-47.4% | $123,106-40.0% | $125,388-41.1% |
| Participation rate | 63.6% | 88.2%-24.6pp | 86.8%-23.1pp | 83.2%-19.6pp |
| Annual return | 0.06% | 16.80%-16.7pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $828 | $6,041-86.3% | $5,151-83.9% | $4,866-83.0% |
| Participant deferral / active EE | $2,751 | $6,980-60.6% | $6,229-55.8% | $5,352-48.6% |
| Admin fee / account holder | $3,460 | $11,198-69.1% | $9,015-61.6% | $9,541-63.7% |