Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,942 | $87,132-27.8% | $105,624-40.4% | $80,959-22.3% |
| Participation rate | 63.0% | 70.4%-7.5pp | 75.3%-12.3pp | 67.7%-4.7pp |
| Annual return | 13.37% | 17.03%-3.7pp | 116.20%-102.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $305 | $2,397-87.3% | $3,168-90.4% | $2,757-88.9% |
| Participant deferral / active EE | $1,962 | $3,985-50.8% | $5,013-60.9% | $4,300-54.4% |
| Admin fee / account holder | $8,670 | $8,449+2.6% | $10,961-20.9% | $6,925+25.2% |