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 | $66,958 | $80,731-17.1% | $103,378-35.2% | $74,400-10.0% |
| Participation rate | 49.3% | 65.7%-16.4pp | 74.5%-25.2pp | 67.2%-17.9pp |
| Annual return | 14.20% | 27.56%-13.4pp | 24.91%-10.7pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $469 | $3,159-85.1% | $3,870-87.9% | $2,624-82.1% |
| Participant deferral / active EE | $2,336 | $3,862-39.5% | $5,058-53.8% | $4,348-46.3% |
| Admin fee / account holder | $5,844 | $2,369+146.6% | $8,401-30.4% | $1,944+200.7% |