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 | $71,168 | $102,382-30.5% | $147,005-51.6% | $80,874-12.0% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.2%-38.8pp | 67.6%-24.3pp |
| Annual return | 16.62% | 134.89%-118.3pp | 418.76%-402.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $341 | $3,715-90.8% | $4,934-93.1% | $2,756-87.6% |
| Participant deferral / active EE | $4,914 | $6,646-26.1% | $8,070-39.1% | $4,297+14.4% |
| Admin fee / account holder | $8,148 | $7,942+2.6% | $13,006-37.4% | $6,935+17.5% |