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 | $45,701 | $41,377+10.4% | $109,313-58.2% | $62,881-27.3% |
| Participation rate | 44.0% | 57.5%-13.5pp | 71.3%-27.3pp | 69.3%-25.3pp |
| Annual return | 5.35% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $196 | $1,276-84.7% | $3,892-95.0% | $2,281-91.4% |
| Participant deferral / active EE | $1,888 | $2,045-7.7% | $3,166-40.4% | $3,203-41.1% |
| Admin fee / account holder | $3,430 | $2,884+18.9% | $5,666-39.5% | $4,296-20.2% |