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 | $41,244 | $135,956-69.7% | $123,894-66.7% | $273,972-84.9% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 8.60% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $806 | $5,170-84.4% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $2,002 | $6,343-68.4% | $5,984-66.6% | $5,287-62.1% |
| Admin fee / account holder | $1,621 | $9,817-83.5% | $8,357-80.6% | $10,133-84.0% |