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 | $38,794 | $76,551-49.3% | $123,894-68.7% | $62,881-38.3% |
| Participation rate | 52.8% | 73.0%-20.2pp | 81.4%-28.6pp | 69.3%-16.5pp |
| Annual return | 13.84% | 18.68%-4.8pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $376 | $2,882-87.0% | $4,617-91.9% | $2,281-83.5% |
| Participant deferral / active EE | $2,057 | $4,840-57.5% | $5,984-65.6% | $3,203-35.8% |
| Admin fee / account holder | $1,281 | $4,826-73.4% | $8,357-84.7% | $4,296-70.2% |