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 | $66,699 | $181,896-63.3% | $156,551-57.4% | $273,972-75.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 7.32% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,235 | $6,248-80.2% | $5,501-77.6% | $4,869-74.6% |
| Participant deferral / active EE | $3,373 | $5,550-39.2% | $4,871-30.7% | $5,287-36.2% |
| Admin fee / account holder | $22,656 | $15,560+45.6% | $13,028+73.9% | $10,133+123.6% |