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 | $62,606 | $108,825-42.5% | $156,181-59.9% | $82,448-24.1% |
| Participation rate | 67.6% | 72.4%-4.7pp | 78.8%-11.2pp | 68.1%-0.4pp |
| Annual return | 15.91% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $687 | $2,870-76.1% | $4,294-84.0% | $2,551-73.1% |
| Participant deferral / active EE | $3,474 | $4,577-24.1% | $6,132-43.4% | $4,139-16.1% |
| Admin fee / account holder | $6,270 | $9,341-32.9% | $14,586-57.0% | $7,234-13.3% |