Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,725 | $69,273-45.5% | $90,796-58.5% | $82,637-54.3% |
| Participation rate | 50.7% | 64.0%-13.3pp | 69.5%-18.8pp | 68.1%-17.3pp |
| Annual return | 14.68% | 18.37%-3.7pp | 19.29%-4.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $365 | $1,865-80.5% | $2,294-84.1% | $2,552-85.7% |
| Participant deferral / active EE | $2,201 | $3,047-27.8% | $3,822-42.4% | $4,126-46.6% |
| Admin fee / account holder | $6,010 | $5,511+9.1% | $7,024-14.4% | $7,339-18.1% |