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 | $64,560 | $69,977-7.7% | $108,582-40.5% | $62,881+2.7% |
| Participation rate | 51.7% | 72.9%-21.2pp | 79.6%-27.8pp | 69.3%-17.6pp |
| Annual return | 6.96% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $317 | $2,135-85.1% | $3,758-91.6% | $2,281-86.1% |
| Participant deferral / active EE | $3,425 | $3,165+8.2% | $4,311-20.5% | $3,203+6.9% |
| Admin fee / account holder | $9,575 | $5,076+88.6% | $7,645+25.2% | $4,296+122.9% |