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 | $65,662 | $51,207+28.2% | $70,565-6.9% | $71,529-8.2% |
| Participation rate | 18.9% | 59.4%-40.5pp | 68.4%-49.4pp | 67.9%-49.0pp |
| Annual return | 120.06% | 42.71%+77.3pp | 32.79%+87.3pp | 28.97%+91.1pp |
| Employer contribution / active EE | $105 | $1,795-94.2% | $2,976-96.5% | $2,590-96.0% |
| Participant deferral / active EE | $1,332 | $3,033-56.1% | $4,568-70.8% | $4,291-69.0% |
| Admin fee / account holder | $65,933 | $2,002+3194.0% | $6,430+925.4% | $1,588+4050.6% |