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 | $71,999 | $116,203-38.0% | $93,621-23.1% | $152,897-52.9% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.8%-7.7pp | 82.5%-14.3pp |
| Annual return | 20.16% | 35.96%-15.8pp | 32.76%-12.6pp | 345.43%-325.3pp |
| Employer contribution / active EE | $520 | $3,219-83.8% | $2,719-80.9% | $4,764-89.1% |
| Participant deferral / active EE | $1,828 | $4,605-60.3% | $4,070-55.1% | $5,851-68.8% |
| Admin fee / account holder | $2,705 | $10,751-74.8% | $7,890-65.7% | $11,599-76.7% |