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 | $58,888 | $45,566+29.2% | $64,105-8.1% | $59,633-1.3% |
| Participation rate | 55.1% | 60.2%-5.1pp | 68.2%-13.1pp | 68.7%-13.6pp |
| Annual return | 1.02% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $77 | $934-91.8% | $1,820-95.8% | $2,203-96.5% |
| Participant deferral / active EE | $2,127 | $2,057+3.4% | $2,822-24.6% | $3,192-33.4% |
| Admin fee / account holder | $2,764 | $3,268-15.4% | $4,499-38.6% | $4,297-35.7% |