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 | $68,523 | $70,435-2.7% | $96,575-29.0% | $85,856-20.2% |
| Participation rate | 36.5% | 61.8%-25.3pp | 69.8%-33.3pp | 69.3%-32.8pp |
| Annual return | 14.66% | 18.59%-3.9pp | 37.79%-23.1pp | 318.58%-303.9pp |
| Employer contribution / active EE | $267 | $1,413-81.1% | $2,357-88.7% | $2,565-89.6% |
| Participant deferral / active EE | $1,574 | $2,894-45.6% | $3,849-59.1% | $3,952-60.2% |
| Admin fee / account holder | $11,251 | $4,997+125.2% | $6,182+82.0% | $6,261+79.7% |