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 | $77,923 | $102,422-23.9% | $147,117-47.0% | $80,959-3.7% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 12.00% | 135.16%-123.2pp | 420.54%-408.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $610 | $3,717-83.6% | $4,932-87.6% | $2,757-77.9% |
| Participant deferral / active EE | $3,612 | $6,652-45.7% | $8,065-55.2% | $4,300-16.0% |
| Admin fee / account holder | $967 | $7,953-87.8% | $12,993-92.6% | $6,925-86.0% |