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 | $40,276 | $86,050-53.2% | $189,758-78.8% | $94,015-57.2% |
| Participation rate | 24.0% | 68.9%-44.9pp | 79.8%-55.8pp | 70.8%-46.8pp |
| Annual return | 12.32% | 17.77%-5.5pp | 52.62%-40.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $40 | $2,819-98.6% | $4,767-99.2% | $2,790-98.6% |
| Participant deferral / active EE | $1,346 | $3,349-59.8% | $5,856-77.0% | $4,249-68.3% |
| Admin fee / account holder | $3,729 | $6,627-43.7% | $20,388-81.7% | $8,951-58.3% |