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 | $59,017 | $86,294-31.6% | $111,303-47.0% | $85,856-31.3% |
| Participation rate | 64.0% | 73.3%-9.3pp | 77.3%-13.3pp | 69.3%-5.3pp |
| Annual return | 15.32% | 19.99%-4.7pp | 54.66%-39.3pp | 318.58%-303.3pp |
| Employer contribution / active EE | $2 | $2,043-99.9% | $2,731-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $6,297 | $3,641+73.0% | $4,487+40.3% | $3,952+59.3% |
| Admin fee / account holder | $490 | $8,189-94.0% | $7,966-93.8% | $6,261-92.2% |