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 | $75,853 | $77,164-1.7% | $178,014-57.4% | $80,874-6.2% |
| Participation rate | 46.5% | 65.7%-19.2pp | 77.1%-30.6pp | 67.6%-21.1pp |
| Annual return | 15.01% | 18.09%-3.1pp | 294.80%-279.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $266 | $2,288-88.4% | $3,950-93.3% | $2,756-90.3% |
| Participant deferral / active EE | $3,588 | $4,408-18.6% | $6,276-42.8% | $4,297-16.5% |
| Admin fee / account holder | $1,200 | $7,164-83.3% | $10,362-88.4% | $6,935-82.7% |