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 | $59,739 | $41,016+45.6% | $152,093-60.7% | $64,097-6.8% |
| Participation rate | 23.4% | 51.3%-28.0pp | 77.8%-54.4pp | 55.2%-31.8pp |
| Annual return | 15.21% | 39.60%-24.4pp | 66.36%-51.1pp | 34.64%-19.4pp |
| Employer contribution / active EE | $211 | $1,342-84.2% | $4,175-94.9% | $1,891-88.8% |
| Participant deferral / active EE | $1,178 | $1,927-38.9% | $5,451-78.4% | $3,080-61.7% |
| Admin fee / account holder | $7,975 | $2,305+245.9% | $14,497-45.0% | $3,454+130.8% |