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 | $62,388 | $91,198-31.6% | $178,503-65.0% | $79,856-21.9% |
| Participation rate | 21.9% | 69.2%-47.3pp | 81.9%-60.1pp | 69.6%-47.8pp |
| Annual return | 35.48% | 24.20%+11.3pp | 151.12%-115.6pp | 31.71%+3.8pp |
| Employer contribution / active EE | $349 | $3,257-89.3% | $5,011-93.0% | $2,471-85.9% |
| Participant deferral / active EE | $1,433 | $3,237-55.7% | $5,202-72.5% | $3,741-61.7% |
| Admin fee / account holder | $637 | $6,748-90.6% | $13,987-95.4% | $5,306-88.0% |