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 | $63,926 | $124,346-48.6% | $111,308-42.6% | $167,536-61.8% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 15.01% | 37.45%-22.4pp | 54.67%-39.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $340 | $3,437-90.1% | $2,732-87.6% | $4,839-93.0% |
| Participant deferral / active EE | $2,757 | $5,182-46.8% | $4,487-38.6% | $6,342-56.5% |
| Admin fee / account holder | $11,326 | $10,621+6.6% | $7,965+42.2% | $12,315-8.0% |