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 | $71,413 | $78,013-8.5% | $178,449-60.0% | $80,911-11.7% |
| Participation rate | 62.9% | 65.7%-2.8pp | 77.1%-14.2pp | 67.6%-4.7pp |
| Annual return | 15.15% | 18.07%-2.9pp | 27.09%-11.9pp | 35.63%-20.5pp |
| Employer contribution / active EE | $380 | $2,287-83.4% | $3,951-90.4% | $2,756-86.2% |
| Participant deferral / active EE | $3,505 | $4,408-20.5% | $6,277-44.2% | $4,297-18.4% |
| Admin fee / account holder | $1,450 | $7,166-79.8% | $10,362-86.0% | $6,935-79.1% |