Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,653 | $58,311+4.0% | $81,882-25.9% | $80,959-25.1% |
| Participation rate | 10.3% | 63.5%-53.2pp | 72.4%-62.1pp | 67.7%-57.4pp |
| Annual return | 15.05% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $175 | $2,347-92.6% | $2,916-94.0% | $2,757-93.7% |
| Participant deferral / active EE | $911 | $3,287-72.3% | $4,323-78.9% | $4,300-78.8% |
| Admin fee / account holder | $404 | $4,752-91.5% | $7,360-94.5% | $6,925-94.2% |