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 | $61,495 | $73,988-16.9% | $96,538-36.3% | $75,177-18.2% |
| Participation rate | 65.5% | 66.4%-1.0pp | 74.3%-8.9pp | 67.2%-1.8pp |
| Annual return | 15.95% | 26.73%-10.8pp | 35.74%-19.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $424 | $2,930-85.5% | $3,740-88.7% | $2,671-84.1% |
| Participant deferral / active EE | $3,914 | $3,660+6.9% | $4,880-19.8% | $4,126-5.1% |
| Admin fee / account holder | $1,272 | $5,220-75.6% | $6,737-81.1% | $5,651-77.5% |