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 | $65,824 | $59,804+10.1% | $81,982-19.7% | $79,856-17.6% |
| Participation rate | 31.5% | 61.6%-30.2pp | 69.3%-37.8pp | 69.6%-38.2pp |
| Annual return | 10.55% | 17.56%-7.0pp | 41.31%-30.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $178 | $1,713-89.6% | $2,498-92.9% | $2,471-92.8% |
| Participant deferral / active EE | $1,502 | $2,695-44.3% | $3,722-59.6% | $3,741-59.8% |
| Admin fee / account holder | $628 | $4,288-85.4% | $5,665-88.9% | $5,306-88.2% |