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 | $73,533 | $60,349+21.8% | $74,184-0.9% | $62,881+16.9% |
| Participation rate | 64.2% | 72.7%-8.5pp | 76.6%-12.4pp | 69.3%-5.1pp |
| Annual return | 5.00% | 21.38%-16.4pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $155 | $1,680-90.8% | $2,370-93.4% | $2,281-93.2% |
| Participant deferral / active EE | $2,414 | $2,856-15.5% | $3,550-32.0% | $3,203-24.6% |
| Admin fee / account holder | $1,598 | $4,261-62.5% | $5,586-71.4% | $4,296-62.8% |