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 | $67,873 | $76,407-11.2% | $150,298-54.8% | $82,448-17.7% |
| Participation rate | 65.7% | 66.4%-0.7pp | 77.8%-12.0pp | 68.1%-2.4pp |
| Annual return | 21.03% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $143 | $2,614-94.5% | $4,154-96.5% | $2,551-94.4% |
| Participant deferral / active EE | $5,971 | $3,214+85.8% | $5,453+9.5% | $4,139+44.3% |
| Admin fee / account holder | $1,864 | $6,352-70.7% | $14,116-86.8% | $7,234-74.2% |