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 | $56,871 | $65,376-13.0% | $87,104-34.7% | $65,185-12.8% |
| Participation rate | 58.7% | 75.3%-16.7pp | 76.9%-18.2pp | 70.2%-11.5pp |
| Annual return | 18.27% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $452 | $1,822-75.2% | $2,521-82.1% | $2,177-79.2% |
| Participant deferral / active EE | $2,033 | $3,388-40.0% | $4,048-49.8% | $3,514-42.1% |
| Admin fee / account holder | $4,128 | $520+694.3% | $7,491-44.9% | $847+387.3% |