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 | $55,162 | $35,183+56.8% | $73,550-25.0% | $70,126-21.3% |
| Participation rate | 26.3% | 42.9%-16.6pp | 54.9%-28.6pp | 69.5%-43.2pp |
| Annual return | 16.30% | 26.90%-10.6pp | -15.16%+31.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2 | $709-99.7% | $1,219-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $2,029 | $1,220+66.3% | $1,804+12.4% | $3,332-39.1% |
| Admin fee / account holder | $1,714 | $2,302-25.6% | $2,320-26.1% | $4,645-63.1% |