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 | $66,145 | $49,976+32.4% | $66,674-0.8% | $82,637-20.0% |
| Participation rate | 27.8% | 63.1%-35.3pp | 73.7%-45.9pp | 68.1%-40.3pp |
| Annual return | 14.60% | 39.09%-24.5pp | 321.24%-306.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $172 | $1,988-91.3% | $2,620-93.4% | $2,552-93.2% |
| Participant deferral / active EE | $690 | $2,847-75.8% | $4,084-83.1% | $4,126-83.3% |
| Admin fee / account holder | $5,247 | $4,594+14.2% | $5,098+2.9% | $7,339-28.5% |