Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $71,243 | $91,198-21.9% | $178,503-60.1% | $79,856-10.8% |
| Participation rate | 35.4% | 69.2%-33.8pp | 81.9%-46.5pp | 69.6%-34.2pp |
| Annual return | 13.23% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $165 | $3,257-94.9% | $5,011-96.7% | $2,471-93.3% |
| Participant deferral / active EE | $1,967 | $3,237-39.2% | $5,202-62.2% | $3,741-47.4% |
| Admin fee / account holder | $6,086 | $6,748-9.8% | $13,987-56.5% | $5,306+14.7% |