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 | $40,219 | $69,444-42.1% | $92,985-56.7% | $87,485-54.0% |
| Participation rate | 49.0% | 63.3%-14.3pp | 69.5%-20.5pp | 68.9%-20.0pp |
| Annual return | 17.35% | 23.85%-6.5pp | 27.99%-10.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $380 | $1,917-80.2% | $2,662-85.7% | $2,596-85.3% |
| Participant deferral / active EE | $2,358 | $3,364-29.9% | $4,377-46.1% | $4,274-44.8% |
| Admin fee / account holder | $3,934 | $6,137-35.9% | $9,463-58.4% | $7,775-49.4% |