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 | $60,508 | $106,894-43.4% | $84,016-28.0% | $152,870-60.4% |
| Participation rate | 47.4% | 75.2%-27.9pp | 69.0%-21.6pp | 82.4%-35.1pp |
| Annual return | 18.09% | 104.99%-86.9pp | 71.31%-53.2pp | 345.34%-327.3pp |
| Employer contribution / active EE | $249 | $2,734-90.9% | $1,983-87.5% | $4,763-94.8% |
| Participant deferral / active EE | $1,259 | $4,011-68.6% | $3,239-61.1% | $5,850-78.5% |
| Admin fee / account holder | $1,486 | $8,286-82.1% | $6,101-75.6% | $11,597-87.2% |