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 | $57,506 | $56,894+1.1% | $84,753-32.1% | $62,881-8.5% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 6.03% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $58 | $2,400-97.6% | $3,574-98.4% | $2,281-97.5% |
| Participant deferral / active EE | $3,088 | $2,709+14.0% | $3,712-16.8% | $3,203-3.6% |
| Admin fee / account holder | $4,119 | $3,581+15.0% | $5,333-22.8% | $4,296-4.1% |