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 | $67,223 | $71,197-5.6% | $93,669-28.2% | $80,925-16.9% |
| Participation rate | 46.0% | 60.4%-14.4pp | 68.7%-22.7pp | 67.7%-21.6pp |
| Annual return | 13.22% | 11.27%+1.9pp | 133.59%-120.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $310 | $1,565-80.2% | $2,424-87.2% | $2,756-88.8% |
| Participant deferral / active EE | $3,018 | $4,036-25.2% | $4,416-31.7% | $4,299-29.8% |
| Admin fee / account holder | $32,618 | $6,959+368.7% | $8,291+293.4% | $6,940+370.0% |