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 | $38,247 | $71,230-46.3% | $93,727-59.2% | $80,959-52.8% |
| Participation rate | 65.4% | 60.4%+5.0pp | 68.7%-3.3pp | 67.7%-2.3pp |
| Annual return | 15.38% | 11.26%+4.1pp | 133.83%-118.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $108 | $1,565-93.1% | $2,421-95.6% | $2,757-96.1% |
| Participant deferral / active EE | $3,506 | $4,037-13.2% | $4,417-20.6% | $4,300-18.5% |
| Admin fee / account holder | $4,158 | $6,961-40.3% | $8,292-49.9% | $6,925-40.0% |