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 | $63,551 | $71,215-10.8% | $93,696-32.2% | $80,935-21.5% |
| Participation rate | 68.4% | 60.4%+8.0pp | 68.7%-0.3pp | 67.7%+0.8pp |
| Annual return | 12.20% | 11.27%+0.9pp | 133.74%-121.5pp | 35.66%-23.5pp |
| Employer contribution / active EE | $265 | $1,565-83.1% | $2,422-89.1% | $2,757-90.4% |
| Participant deferral / active EE | $3,319 | $4,037-17.8% | $4,417-24.9% | $4,299-22.8% |
| Admin fee / account holder | $5,134 | $6,958-26.2% | $8,287-38.0% | $6,924-25.9% |