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 | $38,509 | $52,306-26.4% | $69,779-44.8% | $62,881-38.8% |
| Participation rate | 61.2% | 67.2%-6.1pp | 71.8%-10.6pp | 69.3%-8.1pp |
| Annual return | 7.74% | 13.35%-5.6pp | 12.99%-5.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $219 | $1,799-87.8% | $2,338-90.6% | $2,281-90.4% |
| Participant deferral / active EE | $2,593 | $2,395+8.3% | $2,931-11.5% | $3,203-19.0% |
| Admin fee / account holder | $1,025 | $3,691-72.2% | $4,381-76.6% | $4,296-76.1% |