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 | $57,872 | $67,411-14.1% | $91,004-36.4% | $70,126-17.5% |
| Participation rate | 44.0% | 71.4%-27.4pp | 75.6%-31.6pp | 69.5%-25.5pp |
| Annual return | 16.22% | -40.16%+56.4pp | 4.60%+11.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $168 | $1,786-90.6% | $2,456-93.2% | $2,343-92.8% |
| Participant deferral / active EE | $1,593 | $2,823-43.6% | $3,548-55.1% | $3,332-52.2% |
| Admin fee / account holder | $3,801 | $4,236-10.3% | $5,417-29.8% | $4,645-18.2% |