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 | $57,932 | $101,795-43.1% | $165,100-64.9% | $80,959-28.4% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.7pp | 67.7%+1.3pp |
| Annual return | 11.16% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $497 | $2,954-83.2% | $4,348-88.6% | $2,757-82.0% |
| Participant deferral / active EE | $1,994 | $4,476-55.4% | $6,035-67.0% | $4,300-53.6% |
| Admin fee / account holder | $3,416 | $8,221-58.5% | $12,696-73.1% | $6,925-50.7% |