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 | $52,430 | $58,275-10.0% | $81,844-35.9% | $80,935-35.2% |
| Participation rate | 67.2% | 63.5%+3.7pp | 72.4%-5.2pp | 67.7%-0.5pp |
| Annual return | 12.86% | 41.82%-29.0pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $284 | $2,346-87.9% | $2,916-90.2% | $2,757-89.7% |
| Participant deferral / active EE | $3,327 | $3,285+1.3% | $4,323-23.1% | $4,299-22.6% |
| Admin fee / account holder | $851 | $4,749-82.1% | $7,355-88.4% | $6,924-87.7% |