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 | $63,428 | $67,638-6.2% | $133,346-52.4% | $69,733-9.0% |
| Participation rate | 58.2% | 54.3%+3.9pp | 72.8%-14.7pp | 62.5%-4.3pp |
| Annual return | 15.74% | 13.38%+2.4pp | 36.85%-21.1pp | 15.22%+0.5pp |
| Employer contribution / active EE | $0 | $1,177-100.0% | $2,853-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $3,762 | $2,567+46.6% | $4,332-13.2% | $3,054+23.2% |
| Admin fee / account holder | $5,754 | $4,814+19.5% | $14,264-59.7% | $3,102+85.5% |