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 | $45,668 | $72,492-37.0% | $87,104-47.6% | $72,975-37.4% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 16.06% | 24.46%-8.4pp | 28.19%-12.1pp | 81.01%-65.0pp |
| Employer contribution / active EE | $242 | $1,894-87.2% | $2,521-90.4% | $2,440-90.1% |
| Participant deferral / active EE | $2,032 | $3,270-37.8% | $4,048-49.8% | $3,608-43.7% |
| Admin fee / account holder | $6,035 | $5,055+19.4% | $7,491-19.4% | $5,124+17.8% |