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 | $72,439 | $45,626+58.8% | $94,105-23.0% | $64,097+13.0% |
| Participation rate | 18.5% | 48.0%-29.5pp | 71.9%-53.4pp | 55.2%-36.7pp |
| Annual return | 17.12% | 28.23%-11.1pp | 204.55%-187.4pp | 34.64%-17.5pp |
| Employer contribution / active EE | $299 | $1,171-74.5% | $2,504-88.1% | $1,891-84.2% |
| Participant deferral / active EE | $892 | $2,128-58.1% | $3,881-77.0% | $3,080-71.0% |
| Admin fee / account holder | $2,405 | $2,872-16.3% | $6,199-61.2% | $3,454-30.4% |