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 | $65,180 | $45,079+44.6% | $69,461-6.2% | $72,983-10.7% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.6%-14.6pp | 69.5%-9.5pp |
| Annual return | 18.13% | 22.65%-4.5pp | 28.97%-10.8pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,941 | $2,603+13.0% | $3,536-16.8% | $3,608-18.5% |
| Admin fee / account holder | $2,205 | $3,056-27.8% | $3,840-42.6% | $5,124-57.0% |