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 | $61,934 | $47,848+29.4% | $81,473-24.0% | $70,126-11.7% |
| Participation rate | 23.3% | 58.3%-35.0pp | 68.0%-44.7pp | 69.5%-46.3pp |
| Annual return | 18.55% | 27.25%-8.7pp | 38.78%-20.2pp | 73.15%-54.6pp |
| Employer contribution / active EE | $59 | $1,527-96.2% | $2,568-97.7% | $2,343-97.5% |
| Participant deferral / active EE | $1,616 | $2,453-34.1% | $3,537-54.3% | $3,332-51.5% |
| Admin fee / account holder | $10,942 | $3,145+247.9% | $4,561+139.9% | $4,645+135.5% |