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 | $60,062 | $78,672-23.7% | $109,163-45.0% | $85,856-30.0% |
| Participation rate | 56.1% | 68.3%-12.2pp | 75.9%-19.8pp | 69.3%-13.2pp |
| Annual return | 12.50% | 25.09%-12.6pp | 25.75%-13.3pp | 318.58%-306.1pp |
| Employer contribution / active EE | $140 | $2,734-94.9% | $3,723-96.2% | $2,565-94.6% |
| Participant deferral / active EE | $3,555 | $3,467+2.5% | $4,654-23.6% | $3,952-10.1% |
| Admin fee / account holder | $1,432 | $5,470-73.8% | $6,754-78.8% | $6,261-77.1% |