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 | $76,972 | $73,532+4.7% | $178,505-56.9% | $74,478+3.3% |
| Participation rate | 35.0% | 66.6%-31.6pp | 77.1%-42.1pp | 67.2%-32.2pp |
| Annual return | 13.57% | 17.49%-3.9pp | 27.16%-13.6pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $457 | $2,221-79.4% | $3,955-88.4% | $2,626-82.6% |
| Participant deferral / active EE | $2,510 | $4,519-44.5% | $6,280-60.0% | $4,350-42.3% |
| Admin fee / account holder | $7,672 | $1,813+323.3% | $10,428-26.4% | $1,946+294.3% |