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 | $64,448 | $74,535-13.5% | $100,712-36.0% | $82,637-22.0% |
| Participation rate | 33.3% | 61.2%-27.8pp | 69.3%-35.9pp | 68.1%-34.7pp |
| Annual return | 13.81% | 18.92%-5.1pp | 33.27%-19.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $260 | $1,503-82.7% | $2,313-88.8% | $2,552-89.8% |
| Participant deferral / active EE | $1,488 | $3,074-51.6% | $4,085-63.6% | $4,126-63.9% |
| Admin fee / account holder | $7,322 | $6,576+11.4% | $9,256-20.9% | $7,339-0.2% |