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 | $67,688 | $92,219-26.6% | $76,767-11.8% | $135,380-50.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | 16.89% | 5.46%+11.4pp | 2.43%+14.5pp | 519.81%-502.9pp |
| Employer contribution / active EE | $234 | $3,216-92.7% | $2,485-90.6% | $4,779-95.1% |
| Participant deferral / active EE | $1,473 | $4,508-67.3% | $3,852-61.7% | $5,609-73.7% |
| Admin fee / account holder | $1,694 | $10,749-84.2% | $6,675-74.6% | $10,828-84.4% |