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 | $63,560 | $65,367-2.8% | $92,915-31.6% | $72,976-12.9% |
| Participation rate | 40.3% | 68.3%-28.0pp | 76.0%-35.7pp | 69.5%-29.2pp |
| Annual return | 23.30% | 42.11%-18.8pp | 109.45%-86.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $193 | $2,594-92.5% | $3,653-94.7% | $2,440-92.1% |
| Participant deferral / active EE | $1,965 | $3,128-37.2% | $4,238-53.6% | $3,608-45.5% |
| Admin fee / account holder | $629 | $4,251-85.2% | $5,796-89.1% | $5,124-87.7% |