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 | $61,614 | $103,387-40.4% | $87,102-29.3% | $152,885-59.7% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.9%-13.7pp | 82.5%-19.3pp |
| Annual return | 18.55% | 28.10%-9.5pp | 28.19%-9.6pp | 345.39%-326.8pp |
| Employer contribution / active EE | $296 | $3,221-90.8% | $2,521-88.3% | $4,763-93.8% |
| Participant deferral / active EE | $2,250 | $4,778-52.9% | $4,048-44.4% | $5,851-61.5% |
| Admin fee / account holder | $534 | $12,193-95.6% | $7,491-92.9% | $11,598-95.4% |