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 | $42,743 | $86,938-50.8% | $102,423-58.3% | $80,925-47.2% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-6.9pp |
| Annual return | 10.66% | 18.89%-8.2pp | 29.42%-18.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $462 | $2,369-80.5% | $3,023-84.7% | $2,756-83.2% |
| Participant deferral / active EE | $2,138 | $4,120-48.1% | $5,054-57.7% | $4,299-50.3% |
| Admin fee / account holder | $1,646 | $8,053-79.6% | $9,455-82.6% | $6,940-76.3% |