Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,697 | $61,660-3.2% | $80,022-25.4% | $64,173-7.0% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.6%-0.3pp |
| Annual return | 7.43% | -0.33%+7.8pp | 11.22%-3.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $237 | $1,810-86.9% | $2,468-90.4% | $2,381-90.1% |
| Participant deferral / active EE | $2,007 | $2,968-32.4% | $3,686-45.5% | $3,470-42.1% |
| Admin fee / account holder | $1,154 | $5,417-78.7% | $6,521-82.3% | $4,887-76.4% |