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 | $56,252 | $56,894-1.1% | $84,753-33.6% | $62,881-10.5% |
| Participation rate | 37.3% | 68.5%-31.2pp | 76.6%-39.3pp | 69.3%-32.0pp |
| Annual return | 8.31% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $416 | $2,400-82.7% | $3,574-88.4% | $2,281-81.8% |
| Participant deferral / active EE | $2,058 | $2,709-24.0% | $3,712-44.6% | $3,203-35.7% |
| Admin fee / account holder | $7,664 | $3,581+114.0% | $5,333+43.7% | $4,296+78.4% |