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 | $49,904 | $86,940-42.6% | $102,434-51.3% | $80,935-38.3% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.7%-13.5pp |
| Annual return | 11.78% | 18.89%-7.1pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $403 | $2,370-83.0% | $3,023-86.7% | $2,757-85.4% |
| Participant deferral / active EE | $2,126 | $4,121-48.4% | $5,055-57.9% | $4,299-50.6% |
| Admin fee / account holder | $6,029 | $8,047-25.1% | $9,462-36.3% | $6,924-12.9% |