Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,168 | $63,346-5.0% | $92,240-34.8% | $70,126-14.2% |
| Participation rate | 50.6% | 68.7%-18.1pp | 76.5%-25.9pp | 69.5%-18.9pp |
| Annual return | 15.15% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $328 | $2,471-86.7% | $3,680-91.1% | $2,343-86.0% |
| Participant deferral / active EE | $2,211 | $2,854-22.5% | $3,897-43.3% | $3,332-33.6% |
| Admin fee / account holder | $3,676 | $3,841-4.3% | $5,194-29.2% | $4,645-20.9% |