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 | $65,021 | $48,364+34.4% | $71,796-9.4% | $62,881+3.4% |
| Participation rate | 53.0% | 60.6%-7.6pp | 69.1%-16.1pp | 69.3%-16.3pp |
| Annual return | 6.79% | 13.16%-6.4pp | 78.04%-71.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $45 | $1,042-95.6% | $1,924-97.6% | $2,281-98.0% |
| Participant deferral / active EE | $2,426 | $2,091+16.0% | $2,794-13.2% | $3,203-24.3% |
| Admin fee / account holder | $2,555 | $3,771-32.2% | $4,815-46.9% | $4,296-40.5% |