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 | $74,943 | $72,027+4.0% | $185,861-59.7% | $79,856-6.2% |
| Participation rate | 64.4% | 65.8%-1.4pp | 78.0%-13.7pp | 69.6%-5.3pp |
| Annual return | 13.98% | 23.13%-9.1pp | 35.96%-22.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $281 | $1,965-85.7% | $4,088-93.1% | $2,471-88.6% |
| Participant deferral / active EE | $3,722 | $3,780-1.5% | $5,634-33.9% | $3,741-0.5% |
| Admin fee / account holder | $1,330 | $4,513-70.5% | $9,503-86.0% | $5,306-74.9% |