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 | $69,290 | $104,251-33.5% | $91,004-23.9% | $147,586-53.1% |
| Participation rate | 64.7% | 78.2%-13.5pp | 75.6%-10.9pp | 82.8%-18.1pp |
| Annual return | 12.92% | 27.06%-14.1pp | 4.60%+8.3pp | 578.59%-565.7pp |
| Employer contribution / active EE | $165 | $3,116-94.7% | $2,456-93.3% | $4,876-96.6% |
| Participant deferral / active EE | $1,652 | $4,195-60.6% | $3,548-53.4% | $5,439-69.6% |
| Admin fee / account holder | $20,423 | $8,948+128.2% | $5,417+277.0% | $10,886+87.6% |