Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,831 | $73,988-46.2% | $96,538-58.7% | $75,177-47.0% |
| Participation rate | 46.8% | 66.4%-19.6pp | 74.3%-27.5pp | 67.2%-20.4pp |
| Annual return | 13.94% | 26.73%-12.8pp | 35.74%-21.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $444 | $2,930-84.9% | $3,740-88.1% | $2,671-83.4% |
| Participant deferral / active EE | $1,485 | $3,660-59.4% | $4,880-69.6% | $4,126-64.0% |
| Admin fee / account holder | $6,402 | $5,220+22.7% | $6,737-5.0% | $5,651+13.3% |