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 | $66,059 | $45,343+45.7% | $150,298-56.0% | $67,986-2.8% |
| Participation rate | 48.6% | 51.9%-3.2pp | 77.8%-29.1pp | 57.2%-8.6pp |
| Annual return | 35.34% | 33.28%+2.1pp | 62.79%-27.4pp | 31.67%+3.7pp |
| Employer contribution / active EE | $38 | $1,462-97.4% | $4,154-99.1% | $2,019-98.1% |
| Participant deferral / active EE | $1,537 | $2,055-25.2% | $5,453-71.8% | $3,358-54.2% |
| Admin fee / account holder | $5,049 | $2,250+124.4% | $14,116-64.2% | $3,203+57.6% |