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 | $23,350 | $99,345-76.5% | $84,753-72.4% | $273,972-91.5% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 5.56% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $444 | $4,214-89.5% | $3,574-87.6% | $4,869-90.9% |
| Participant deferral / active EE | $1,524 | $4,270-64.3% | $3,712-58.9% | $5,287-71.2% |
| Admin fee / account holder | $10,624 | $6,645+59.9% | $5,333+99.2% | $10,133+4.8% |