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 | $57,834 | $48,364+19.6% | $71,796-19.4% | $62,881-8.0% |
| Participation rate | 68.1% | 60.6%+7.5pp | 69.1%-1.0pp | 69.3%-1.2pp |
| Annual return | 5.08% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1 | $1,042-99.9% | $1,924-99.9% | $2,281-100.0% |
| Participant deferral / active EE | $3,761 | $2,091+79.9% | $2,794+34.6% | $3,203+17.4% |
| Admin fee / account holder | $1,171 | $3,771-69.0% | $4,815-75.7% | $4,296-72.7% |