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 | $71,242 | $93,345-23.7% | $119,126-40.2% | $87,485-18.6% |
| Participation rate | 45.8% | 68.7%-22.9pp | 75.8%-29.9pp | 68.9%-23.1pp |
| Annual return | 15.87% | 19.08%-3.2pp | 282.11%-266.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $705 | $3,172-77.8% | $4,034-82.5% | $2,596-72.8% |
| Participant deferral / active EE | $1,958 | $4,099-52.2% | $5,318-63.2% | $4,274-54.2% |
| Admin fee / account holder | $2,677 | $8,039-66.7% | $10,693-75.0% | $7,775-65.6% |