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 | $59,956 | $78,707-23.8% | $117,861-49.1% | $70,126-14.5% |
| Participation rate | 33.3% | 73.2%-39.9pp | 79.7%-46.3pp | 69.5%-36.2pp |
| Annual return | 18.61% | 23.30%-4.7pp | 335.11%-316.5pp | 73.15%-54.5pp |
| Employer contribution / active EE | $332 | $2,223-85.1% | $3,786-91.2% | $2,343-85.8% |
| Participant deferral / active EE | $2,259 | $3,297-31.5% | $4,482-49.6% | $3,332-32.2% |
| Admin fee / account holder | $5,031 | $5,066-0.7% | $8,021-37.3% | $4,645+8.3% |