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 | $49,645 | $93,598-47.0% | $135,974-63.5% | $75,173-34.0% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.2pp | 67.2%-5.4pp |
| Annual return | 17.92% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $706 | $3,538-80.1% | $4,859-85.5% | $2,671-73.6% |
| Participant deferral / active EE | $5,730 | $6,405-10.5% | $7,760-26.2% | $4,126+38.9% |
| Admin fee / account holder | $5,298 | $6,978-24.1% | $10,767-50.8% | $5,651-6.2% |