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 | $39,101 | $67,602-42.2% | $82,312-52.5% | $70,126-44.2% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.9%-22.1pp | 69.5%-14.7pp |
| Annual return | 25.34% | 21.57%+3.8pp | 25.88%-0.5pp | 73.15%-47.8pp |
| Employer contribution / active EE | $274 | $1,755-84.4% | $2,428-88.7% | $2,343-88.3% |
| Participant deferral / active EE | $2,041 | $2,987-31.7% | $3,706-44.9% | $3,332-38.8% |
| Admin fee / account holder | $507 | $4,512-88.8% | $5,608-91.0% | $4,645-89.1% |