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 | $78,551 | $93,345-15.8% | $119,126-34.1% | $87,485-10.2% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 16.09% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $216 | $3,172-93.2% | $4,034-94.6% | $2,596-91.7% |
| Participant deferral / active EE | $2,895 | $4,099-29.4% | $5,318-45.6% | $4,274-32.3% |
| Admin fee / account holder | $15,434 | $8,039+92.0% | $10,693+44.3% | $7,775+98.5% |