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 | $47,634 | $181,896-73.8% | $156,551-69.6% | $273,972-82.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.82% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $992 | $6,248-84.1% | $5,501-82.0% | $4,869-79.6% |
| Participant deferral / active EE | $2,838 | $5,550-48.9% | $4,871-41.7% | $5,287-46.3% |
| Admin fee / account holder | $9,113 | $15,560-41.4% | $13,028-30.1% | $10,133-10.1% |