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 | $63,009 | $50,972+23.6% | $88,538-28.8% | $72,975-13.7% |
| Participation rate | 48.7% | 63.4%-14.7pp | 68.7%-20.0pp | 69.5%-20.8pp |
| Annual return | 22.00% | 29.62%-7.6pp | 43.64%-21.6pp | 81.01%-59.0pp |
| Employer contribution / active EE | $173 | $1,475-88.2% | $2,098-91.7% | $2,440-92.9% |
| Participant deferral / active EE | $3,368 | $2,230+51.0% | $2,914+15.6% | $3,608-6.7% |
| Admin fee / account holder | $955 | $3,230-70.4% | $4,310-77.8% | $5,124-81.4% |