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 | $67,979 | $63,355+7.3% | $91,994-26.1% | $72,983-6.9% |
| Participation rate | 62.8% | 72.5%-9.8pp | 78.6%-15.9pp | 69.5%-6.7pp |
| Annual return | 21.11% | 35.35%-14.2pp | 69.03%-47.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,521 | $4,883+33.6% | $5,923+10.1% | $3,608+80.8% |
| Admin fee / account holder | $7,301 | $4,668+56.4% | $7,743-5.7% | $5,124+42.5% |