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 | $57,916 | $65,034-10.9% | $90,970-36.3% | $79,856-27.5% |
| Participation rate | 41.1% | 61.6%-20.5pp | 69.0%-27.9pp | 69.6%-28.6pp |
| Annual return | 13.57% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $108 | $1,247-91.4% | $2,122-94.9% | $2,471-95.6% |
| Participant deferral / active EE | $2,702 | $2,512+7.6% | $3,373-19.9% | $3,741-27.8% |
| Admin fee / account holder | $4,104 | $4,536-9.5% | $5,961-31.2% | $5,306-22.7% |