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 | $70,411 | $89,259-21.1% | $107,187-34.3% | $82,637-14.8% |
| Participation rate | 10.7% | 67.9%-57.2pp | 75.0%-64.3pp | 68.1%-57.3pp |
| Annual return | 14.01% | 21.02%-7.0pp | 204.55%-190.5pp | 53.51%-39.5pp |
| Employer contribution / active EE | $664 | $3,080-78.4% | $3,782-82.4% | $2,552-74.0% |
| Participant deferral / active EE | $2,632 | $4,037-34.8% | $5,096-48.3% | $4,126-36.2% |
| Admin fee / account holder | $654 | $7,381-91.1% | $9,162-92.9% | $7,339-91.1% |