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 | $59,611 | $58,512+1.9% | $84,020-29.1% | $72,983-18.3% |
| Participation rate | 58.0% | 61.2%-3.3pp | 69.0%-11.1pp | 69.5%-11.5pp |
| Annual return | 17.46% | 28.93%-11.5pp | 71.31%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $11 | $1,163-99.0% | $1,984-99.4% | $2,440-99.5% |
| Participant deferral / active EE | $1,194 | $2,394-50.1% | $3,239-63.1% | $3,608-66.9% |
| Admin fee / account holder | $12,760 | $4,569+179.3% | $6,101+109.1% | $5,124+149.0% |