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 | $32,276 | $52,279-38.3% | $89,414-63.9% | $79,852-59.6% |
| Participation rate | 26.9% | 57.5%-30.7pp | 68.0%-41.1pp | 69.6%-42.8pp |
| Annual return | 11.89% | 22.16%-10.3pp | 245.50%-233.6pp | 31.72%-19.8pp |
| Employer contribution / active EE | $222 | $1,572-85.9% | $2,586-91.4% | $2,471-91.0% |
| Participant deferral / active EE | $2,160 | $2,740-21.2% | $3,890-44.5% | $3,740-42.3% |
| Admin fee / account holder | $3,178 | $3,356-5.3% | $4,883-34.9% | $5,306-40.1% |